Cynthia L Jimenez

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 → Present
  Morgan Stanley Smith Barney
  Palm Beach, FL

Previous Registrations

• 2008-05-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Beach, FL
• 2008-05-01 → 2008-06-12
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-26
• S63 Uniform Securities Agent State Law Examination
  2003-01-17

Other Names

• Cynthia Louise Watson