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Bryan P
Series 63, Series 66
New York, NY
Morgan Stanley
Bryan Porcelli is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2005. Based in New York, NY, his career has been focused within the firm’s wealth management divisions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment products to support its clients' financial goals.
Raul P
Series 63, Series 65
New York, NY
Morgan Stanley
Raul Pineda is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009, both based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Kristin M
Series 63, Series 65
New York, NY
Morgan Stanley
Kristin Murray is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than direct security recommendations.
Victor P
Series 66
New York, NY
Morgan Stanley
Victor Perez is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley, where he has worked both from 2016 to 2020 and since 2024. Prior to returning to Morgan Stanley, he spent three years at RealCadre LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, using structured planning tools and investment models.
Phillips C
Series 63, Series 66
New York, NY
Morgan Stanley
Phillips Coleman is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked at Iconiq Capital for five years and Miura Global Management for ten years. He is also a partner at North Haven Ventures LLC, an investment and finance firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Eliana D
Series 66
New York, NY
Morgan Stanley
Eliana Degen is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Yeshiva University from 2017 to 2021 and at Joseph Kushner Hebrew Academy/Rae Kushner Yeshiva High School from 2010 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of the standalone planning services.
Emmanuel D
Series 66
New York, NY
Morgan Stanley
Emmanuel Dounias is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.
Carolyn H
Series 66
New York, NY
Morgan Stanley
Carolyn Hernandez is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY. She has 22 years of industry experience and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, serving clients through direct and employer-based agreements.
Jawad B
Series 63, Series 65, Series 66
New York, NY
Morgan Stanley
Jawad Billan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and having nine years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also the sole proprietor of you.trend inc., a technology business based in Astoria, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee insights.
Fotios P
Series 66
New York, NY
Morgan Stanley
Fotios Piniros is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its process.
Victoria O
Series 66
New York, NY
Morgan Stanley
Victoria Oliveira is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to support client planning.
Daniel H
Series 63, Series 65
New York, NY
Morgan Stanley
Daniel Hunt is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010, including its successor entities. Outside of his advisory role, he is the sole proprietor of Admeliora Solar, LLC, an oil and energy business based in Wyoming. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and market research.
Carlos N
Series 63, Series 66
New York, NY
Morgan Stanley
Carlos Narvaez is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior experience includes roles at Merrill, Managed Account Advisors LLC, and AllianceBernstein L.P. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone planning.
Haiman C
Series 63, Series 65
New York, NY
Morgan Stanley
Haiman Cai is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1997, including his current role at Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning using structured tools and scenario modeling, and manages approximately $2.74 trillion in client assets.
Israel A
Series 66
New York, NY
Morgan Stanley
Israel Anteby is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and features both direct and employer-sponsored financial planning programs.
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