Octavio A Tudela
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyFeb 2023 to now
- Morgan Stanley Smith Barney LLCFeb 2023 to now
- UnemployedMay 2022 to Feb 2023
- LPL Financial, LLCSep 2020 to May 2022
- Merit Financial Group, LLCSep 2020 to May 2022
- Avantax Advisory ServicesMay 2020 to Sep 2020
- Avantax Investment Services, Inc.May 2020 to Sep 2020
- Reason FinancialOct 2019 to May 2022
- El PrezMay 2018 to Sep 2018
- San Diego State Associated Associated StudentsApr 2017 to Feb 2018
- Hom Korean KitchenJun 2016 to Dec 2016
- San Diego State UniversitySep 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
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
- 7179142
- Firm CRD
- 149777