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Armando Pastrana Navarro

Investment adviser representative at Morgan Stanley
13 yearsExperience
1 stateRegistered 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.

  1. Morgan StanleyJan 2021 to now
  2. Morgan Stanley Private Bank, N.A.Jan 2021 to now
  3. Morgan Stanley Smith Barney LLCJan 2021 to now
  4. Bbva Wealth Solutions Inc.Jul 2015 to Jan 2021
  5. Bbva Securities Inc.May 2013 to Jan 2021
  6. Compass BankMar 2013 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (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
6188403
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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