Mark R Decunha

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

• 06/2009 → 02/2019
  J.P Morgan Securities Inc.
  Newport Beach, CA
• 10/2010 → 02/2019
  Jpmorgan Chase Bank, N.A.
  Newport Beach, CA
• 02/2019 → Present
  Morgan Stanley
  Irvine, CA
• 02/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-06-12 → 2019-02-06
  J.P. Morgan Securities Llc
  Newport Beach, CA
  Los Angeles, CA
• 2002-10-11 → 2009-07-01
  Ubs Financial Services Inc.
  Los Angeles, CA
  Century City, CA

Other Businesses

*368866 - DeCunha Family Trust; Investment related - Yes; Irvine, California; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 1; Property Management *449413 - DeCunha Family Trust; Investment related - Yes; West Hollywood, California; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 1; Property Management. *466356- The Oaks Farms Maintenance Corporation; Investment related: No; Irvine, California; Homeowners Association where I live; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 1; After business hours: 3; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2002-10-10

Designations

• Certified Financial Planner

Other Names

• Mark Decunha