Jennifer Sierra

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

• 05/2013 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-03-15 → 2013-06-10
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Miami, FL
  Miami, FL

Other Businesses

*385518 - Dorian Capital LLC; Investment related - Yes; Miami; Florida; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 1; After business hours: 19;

Exams

• S66 Uniform Combined State Law Examination
  2010-01-27

Other Names

• Jennifer Del Carmen Sierra