Gabriela A Gladman

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

• 02/2016 → 07/2017
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2019 → 10/2020
  Wells Fargo Clearing Services, Llc
  Summit, NJ
• 07/2017 → 02/2019
  Unemployed
  Old Tappan, NJ
• 10/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 10/2020 → 10/2022
  Unemployed
  Old Tappan, NJ

Previous Registrations

• 2019-02-28 → 2020-10-13
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
  Mahwah, NJ
• 2016-02-23 → 2017-07-19
  Morgan Stanley
  New York, NY
• 2013-06-11 → 2016-03-01
  Ubs Financial Services Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-06-10

Other Names

• Gabriela Alexandra Merino
• Gabriela Gladman
• Gabriela Alexandra Gladman