Mauricio J Quezada lazo
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan StanleySep 2024 to now
- Outlier AiJul 2024 to now
- Purdue UniversityAug 2023 to May 2024
- Morgan StanleyJun 2023 to Aug 2023
- Purdue UniversityAug 2022 to May 2023
- Fieldings Local Kitchen + BarMay 2022 to Jan 2023
- AramarkJan 2021 to Jun 2022
- Purdue UniversityAug 2020 to May 2022
- UnemployedJan 2020 to Aug 2020
- St. Anthony of Padua Catholic ChurchJun 2019 to Dec 2019
- Dynamo Dash Youth ClubMar 2017 to May 2019
- StudentSep 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, 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
- 7725914
- Firm CRD
- 149777