Juan Carlos
Carrera

Morgan Stanley

CRD#1688835
Investment Advisor
in New York, NY
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About this Advisor

Juan Carlos Carrera is a financial advisor operating in New York, New York, with a total of 10 years of experience as a financial advisor. Carrera is an advisor for Morgan Stanley. Throughout their career, they have worked at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Carrera maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to work in Connecticut, Texas and Florida. Morgan Stanley is a registered investment business that has its headquarters in New York, New York. The investment advisory business has offices in 702 locations and a total of 26,000 people on staff. It oversees $735 billion in assets across its 1,724,668 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 283 charities and foundations. Morgan Stanley has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually depend on the type of services. Fees billed by Morgan Stanley likely are comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

101 Park Avenue 24Th Floor
New York, NY 10178

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Juan Carlos Carrera Work History

Juan Carlos has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, N.A

2015 - Present (4 years)

Morgan Stanley Smith Barney LLC

2009 - Present (10 years)

Morgan Stanley Smith Barney LLC

2008 - 2009 (1 years)

Morgan Stanley & Co. Inc

Disclosures

Juan Carlos Carrera has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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