Franklin Danilo Portillo

CRD 5140820 · Morgan Stanley · Honolulu, HI

IA RegisteredBroker

Also appears in the source record as: Franklin D Portillo

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (30): Arizona · California · Colorado · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Maine · Maryland · Michigan · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (15)

From the source registration record · current first

Morgan StanleyCurrent
Honolulu, HI · IA capacity

Aug 2, 2024 → present
Raymond James Financial Services, Inc.
BD capacity

Jul 6, 2018 → Aug 6, 2024
Raymond James Financial Services Advisors, Inc
IA capacity

Jul 6, 2018 → Aug 6, 2024
Bankoh Investment Services, Inc.
BD capacity

Mar 1, 2017 → Jul 6, 2018
Bankoh Advisors
IA capacity

Mar 1, 2017 → Jul 6, 2018
Lpl Financial LLC
BD capacity

Sep 22, 2014 → Mar 6, 2017
Lpl Financial LLC
IA capacity

Sep 22, 2014 → Mar 6, 2017
Bankoh Advisors
IA capacity

Jun 16, 2014 → Sep 18, 2014
Bankoh Investment Services, Inc.
BD capacity

Feb 8, 2013 → Sep 18, 2014
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Jun 17, 2010 → Apr 13, 2012
Charles Schwab & Co., Inc.
BD capacity

Dec 5, 2008 → Jun 15, 2010
Charles Schwab & Co., Inc.
IA capacity

Dec 5, 2008 → Jun 15, 2010
Edward Jones
IA capacity

Jul 3, 2007 → Oct 8, 2008
Edward Jones
BD capacity

Mar 26, 2007 → Oct 8, 2008
Edward Jones
BD capacity

Jul 25, 2006 → Feb 2, 2007

Source & corrections

Where this page comes from

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