Francis T Perez
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan Stanley Private Bank, N.AJul 2026 to now
- Morgan StanleyApr 2026 to now
- Bank of AmericaSep 2022 to Apr 2026
- UnemployedApr 2022 to Aug 2022
- Phido A Phillips CompnayMar 2021 to Mar 2022
- Galvanize IncNov 2020 to Feb 2021
- Unemployed / Career TransitionJun 2019 to Oct 2020
- J.p.morgan Securities LLCJul 2013 to May 2019
- JPMorgan Chase Bank NAJul 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5909355
- Firm CRD
- 149777