Ruven Randall Rodriguez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Wellesley, MA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-03-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Boston, MA
• 1995-05-22 → 2008-03-26
  J.P. Morgan Securities Llc
  Boston, MA
  Boston, MA

Other Businesses

STORAGEZIP.COM/BOARD OF ADVISORS *432829 - The Acoaxet Club; Investment related No; Westport, MA; Social & Recreational; Finance Committee, Nominating Committee (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0.5; After business hours: 0; Reviewing Club budget and balances. Setting and reviewing club budgets. Nominating officers to be voted on by the membership. * 329807 - Uncommon Schools-Roxbury Prep School; Investment related No; Boston, Massachusetts; Public Schools; Board Member, Finance Committee, Other (proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 5; After business hours: 0; Other, Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-04
• S63 Uniform Securities Agent State Law Examination
  1990-07-27

Other Names

• Ruven R Redriguez
• Ruven Randall Rodriguez
• Ruven Randall Rodriquez