Matias Fernandez-roger
Investment adviser representative at Morgan Stanley
13 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Matias Fernandez-roger? 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
13 years in the industry.
- Morgan StanleyJan 2025 to now
- UnemployedSep 2024 to Jan 2025
- Newday USAJan 2022 to Sep 2024
- Real Time ManagersJun 2019 to Dec 2021
- Anta's Fitness and Self Defense Summer CampJun 2018 to Aug 2018
- Florida International UniversityJun 2017 to Dec 2020
- Doral Academy Charter High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8023624
- Firm CRD
- 149777