Marion Elizabeth Tettke

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
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2010-01-01 → 2013-06-10
  Ubs Financial Services Inc.
  Miami, FL
  Weehawken, NJ
  New York, NY
  Weehawken, NJ
  Weehawken, NJ
• 2005-08-25 → 2010-01-01
  Ubs International Inc.
  New York, NY
  New York, NY
  Miami, FL
• 2002-10-25 → 2005-07-28
  Efg Capital International Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-07-17