Sergio Vicente Torres
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Sergio Vicente Torres? Claim your profile
Contact this firm
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
10 years in the industry.
- Morgan StanleyAug 2026 to now
- J.P. Morgan Securities LLCJun 2026 to Aug 2026
- JPMorgan Chase Bank, N.A.Jun 2026 to Aug 2026
- Equitable Advisors, LLCDec 2024 to Jun 2026
- Equitable Financial Life InsuranceDec 2024 to Jun 2026
- Double Black Diamond, Inc.Sep 2024 to Nov 2024
- UnemployedJun 2024 to Aug 2024
- Bentley UniversityAug 2023 to May 2024
- First BancorpJun 2023 to Aug 2023
- Contour Du VisajeMay 2022 to Jul 2022
- Bentley UniversitySep 2021 to May 2023
- UnemployedJun 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8004007
- Firm CRD
- 149777