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Valeria Cristina Riera

Investment adviser representative at Morgan Stanley
13 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

13 years in the industry.

  1. Morgan StanleyAug 2022 to now
  2. Epgd Business LawAug 2021 to Jul 2022
  3. International Compliance Solutions, LLCJun 2020 to Jul 2020
  4. International Compliance Solutions, LLCJun 2019 to Jul 2019
  5. Katz, Barron, Squitero, & FaustJun 2018 to Jul 2018
  6. American University, School of Public Affairs (washington, Dc)Aug 2017 to May 2021
  7. Katz, Barron, Squitero, & FaustJun 2017 to Jul 2017
  8. St. Brendan High SchoolJul 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7599889
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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