Dinorah F Montaner

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

• 09/1993 → Present
  Citigroup Global Markets Inc.
  Coral Gables, FL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Coral Gables, FL

Previous Registrations

• 2002-01-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Coral Gables, FL
  Coral Gables, FL

Other Businesses

Real estate; Investment related; Rental property; Owner; 02/2003; During business hours: 0; After business hours: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-04

Other Names

• Dinorah F Montaner
• Sinorah M Jimenez
• Dinorah F Jimenez