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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

NELSON EDDY PORTOBANCO

Advisor at MORGAN STANLEY

Miami, FL | Coral Gables, FL

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Search this name across graphsid dfx:ria:d360ef3d-df6b-2a21-8b43-7875871dba0c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 7, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 7, 2009
First registration: Oct 13, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 5509069

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Apr 15, 2016	n/a	yes	Miami, FL\|Coral Gables, FL	Current employment
INSIGNEO WEALTH ADVISORS, LLC	Former SEC adviser	Jun 9, 2014	Apr 8, 2016	no	MIAMI, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jul 26, 2013	Apr 28, 2014	no	Miami, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Dec 21, 2012	Jul 22, 2013	no	CORAL GABLES, FL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Oct 13, 2011	Mar 14, 2013	no	CORAL GABLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INSIGNEO WEALTH ADVISORS, LLC	MORGAN STANLEY	Apr 8, 2016	Apr 15, 2016	7	Firm change	Other
MORGAN STANLEY	INSIGNEO WEALTH ADVISORS, LLC	Apr 28, 2014	Jun 9, 2014	42	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	MORGAN STANLEY	Jul 22, 2013	Jul 26, 2013	4	Firm change	Ibd to wirehouse
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Mar 14, 2013	Dec 21, 2012	-83	Bulk transfer	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 26, 2013 to Apr 28, 2014factForm ADV
→ INSIGNEO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 9, 2014 to Apr 8, 2016factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Dec 21, 2012 to Jul 22, 2013factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Oct 13, 2011 to Mar 14, 2013factForm ADV

Dated events

No dated event names this entity yet.