Rosario Burns

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

• 11/2013 → 05/2020
  Ubs Financial Services Inc.
  Houston, TX
• 05/2020 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX

Previous Registrations

• 2007-11-16 → 2020-06-02
  Ubs Financial Services Inc.
  Houston, TX
  Weehawken, NJ
  Houston, TX
  Houston, TX
• 2007-09-24 → 2007-11-23
  Morgan Stanley & Co. Llc
  Houston, TX
  Houston, TX

Other Businesses

*406256 - Rental Property; Investment related - Yes; Houston; Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 1; After business hours: 5; Property Management *584868 - Green Rock Venture LLC; Investment related-Yes; Houston, Texas; Renting Coworking spaces; Business Owner/ Members of the LLC (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 20; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-21
• S63 Uniform Securities Agent State Law Examination
  2001-09-07

Other Names

• Rosi Martinez
• Rosario Martinez
• Rosi Burns