Ruben Ramirez Morfin

Employer firm

Private Portfolio, Inc. CRD 36644

$50.0M regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)

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 → 08/2024
  Morgan Stanley Smith Barney
  San Diego, CA
• 01/2015 → 08/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2024 → Present
  Private Portfolio, Inc
  La Jolla, CA

Previous Registrations

• 2009-06-01 → 2024-09-12
  Morgan Stanley
  San Diego, CA
  San Diego, CA
• 2007-03-28 → 2009-06-01
  Citigroup Global Markets Inc.
  San Diego, CA

Other Businesses

*574327- Media Arts Center San Diego; Investment related: No; San Diego, California; Children/Youth, Education, Art/Culture; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 1; After business hours: 4; General guidance and advice to management -- NO financial advice or decision-making on finances.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-27