Fernando Rivadeneira, CFP®
First Vice President, Wealth Management,
Financial Advisor,
International Client Advisor
Direct:
(203) 967-7061(203) 967-7061
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
My Story and Services
Fernando Rivadeneira is a Financial Advisor, Portfolio Manager and Certified Financial Planner® in Morgan Stanley’s Stamford, Conn., office. He has been in the financial services industry since 1999. Prior to joining Morgan Stanley in 2021, he was with Citigroup for 17 years.
Fernando is highly experienced working with all types of clients, most notably high- and ultra-high-net-worth investors. He has a substantial number of offshore clients, particularly in Latin America. He is among very few Morgan Stanley Financial Advisors to hold the International Consultant Advisory (ICA) designation.
Deeply familiar with the workings of the financial markets, Fernando does a significant amount of business with initial public offerings (IPOs) and secondary issues, commonly called syndicate offerings. He is also well-versed in retirement planning, estate planning and international investing. He holds Series 7, 63, 65 and life insurance licenses.
A big-picture thinker, Fernando encourages every client to leverage his holistic financial planning experience to their benefit. He believes when he takes the time to create a financial plan for his client, he’s well-positioned to recommend the most appropriate strategies and products for the individual.
While Fernando chiefly relies on his own extensive analytical capabilities and tactical investment experience to select securities for his clients, he also taps the global capabilities and vast resources of Morgan Stanley’s research professionals to help investors achieve their long-term financial goals.
In addition to providing sound investment advice, Fernando delivers a high level of quality service and support to his clients. He stays in close contact with them regularly, always takes the time to explain his rationale for investing and encourages them to ask questions. He works hard to make sure his clients are comfortable with him at all times.
A native New Yorker, Fernando is married to his lovely wife, Nicole, and they have two beautiful children. They make their home in Ridgefield, Conn.
Fernando is highly experienced working with all types of clients, most notably high- and ultra-high-net-worth investors. He has a substantial number of offshore clients, particularly in Latin America. He is among very few Morgan Stanley Financial Advisors to hold the International Consultant Advisory (ICA) designation.
Deeply familiar with the workings of the financial markets, Fernando does a significant amount of business with initial public offerings (IPOs) and secondary issues, commonly called syndicate offerings. He is also well-versed in retirement planning, estate planning and international investing. He holds Series 7, 63, 65 and life insurance licenses.
A big-picture thinker, Fernando encourages every client to leverage his holistic financial planning experience to their benefit. He believes when he takes the time to create a financial plan for his client, he’s well-positioned to recommend the most appropriate strategies and products for the individual.
While Fernando chiefly relies on his own extensive analytical capabilities and tactical investment experience to select securities for his clients, he also taps the global capabilities and vast resources of Morgan Stanley’s research professionals to help investors achieve their long-term financial goals.
In addition to providing sound investment advice, Fernando delivers a high level of quality service and support to his clients. He stays in close contact with them regularly, always takes the time to explain his rationale for investing and encourages them to ask questions. He works hard to make sure his clients are comfortable with him at all times.
A native New Yorker, Fernando is married to his lovely wife, Nicole, and they have two beautiful children. They make their home in Ridgefield, Conn.
Securities Agent: MD, GA, VA, NJ, KS, DC, OR, NY, HI, TX, CA, NH, CO, FL, CT, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1814683
NMLS#: 1814683
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
4 Landmark Square 2nd
Floor
Stamford, CT 06901
US
Direct:
(203) 967-7061(203) 967-7061
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Fernando Rivadeneira today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
