Marlon Anthony Bustos

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

• 03/2011 → 07/2019
  J.P Morgan Securities Llc.
  New York, NY
• 03/2011 → 07/2019
  J.P Morgan Chase Bank
  New York, NY
• 03/2011 → Present
  Arlemar Real Estate, Llc
  Elmhurst, NY
• 07/2019 → Present
  Morgan Stanley
  Palm Beach, FL
• 09/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2011-04-15 → 2019-07-16
  J.P. Morgan Securities Llc
  New York, NY
• 2003-01-28 → 2011-04-07
  Alliancebernstein L.P.
  New York, NY

Other Businesses

*378059 - Arlemar Real Estate, LLC; Investment related Yes; Queens, NY; Real estate investing; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Aug 2006; After business hours: 2; Buy private real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-27
• S63 Uniform Securities Agent State Law Examination
  1997-08-29

Other Names

• Marlon A Bustos