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Francisco Salazar moreno

Investment adviser representative at Morgan Stanley
15 yearsExperience
2 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

15 years in the industry.

  1. Morgan Stanley Private Bank, N.ASep 2020 to now
  2. Morgan StanleyJul 2020 to now
  3. Morgan Stanley Smith Barney LLCJul 2020 to now
  4. Santander International Private BankingJul 2011 to Jul 2020
  5. Santander Securities, LLCJul 2011 to Jul 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
5989412
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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