Maritza Rosa-Maldonado

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

• 08/2015 → 07/2020
  Spire Investment Partners Llc
  Reston, VA
• 08/2020 → 11/2020
  Unemployed
  Herndon, VA
• 11/2020 → 03/2021
  Voya Financial Advisors, Inc.
  Herndon, VA
• 04/2021 → Present
  Morgan Stanley
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2007-12-01

Other Names

• Maritza Rosa
• Maritza Rosa-Maldonado
• Maritza Rosa Maldonado