Denise Vanessa Iturrey

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

• 02/2016 → 04/2024
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 04/2024 → 12/2025
  Ubs Financial Services Inc
  Miami, FL
• 12/2025 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2024-04-15 → 2025-12-26
  Ubs Financial Services Inc.
  Miami, FL
• 2016-02-15 → 2024-04-18
  Morgan Stanley
  Miami, FL
  Miami, FL
  Miami, FL
• 2010-01-28 → 2016-03-02
  Credit Suisse Securities (Usa) Llc
  Miami, FL
• 2007-05-29 → 2010-01-11
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL
• 2004-10-25 → 2007-05-29
  Citicorp Investment Services
  Miami, FL
  Miami, FL
• 2002-06-03 → 2003-11-11
  Ubs International Inc.
  Coral Gables, FL
• 2001-01-03 → 2002-06-01
  Ubs Financial Services Inc.
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2003-05-15

Other Names

• Denise Vanessa Rimblas