Ana - Gernhardt-Diaz

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

• 01/2010 → 07/2025
  Ubs Financial Services Inc.
  Weehawken, NJ
• 07/2025 → Present
  Morgan Stanley
  Miami, FL
• 06/2002 → 07/2025
  Ubs International Inc.
  New York, NY
• 12/1999 → 07/2025
  Paine Webber Inc.
  New York, NY

Previous Registrations

• 2024-11-14 → 2025-07-23
  Ubs Financial Services Inc.
  Weehawken, NJ
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-10-12

Other Names

• Ana L. Gernhardt
• Ana L. Gernhardt-Diaz
• Ana Diaz Gernhardt
• Ana - Gernhardt - Diaz