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Gerardo Francisco Olavarrieta

Morgan Stanley

El Paso, TX

Houston, TX

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-29
  • TX RA
    APPROVED
    Since 2016-04-29

Branch Locations

303 North Oregon Street, El Paso, TX 79901 • United States

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc El Paso TX 04/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 05/2016 Present
  • 04/2016 → Present
    Morgan Stanley Smith Barney Llc
    El Paso, TX
  • 05/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2015-11-20 → 2016-05-02
    Pnc Managed Account Solutions, Inc.
    El Paso, TX
Other Businesses

RENTAL PROPERTY, OWNER; START DATE: 01/2015; EL PASO, TX; INVESTMENT RELATED; NO HOURS DURING BUSINESS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-18
S63 Uniform Securities Agent State Law Examination 2013-10-24
  • S65 Uniform Investment Adviser Law Examination
    2015-11-18
  • S63 Uniform Securities Agent State Law Examination
    2013-10-24
Other Names
  • Gerardo F Olavarrieta
  • Gerardo F. Olavarrieta

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

JESUS CASTELLANOS
RICHARD JOENS
Divia Correa
Paulina Rodriguez
Christian A Chavira
Emmanuel Molina
KRISTINE D MARCUM
LAURA JONES

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EL PASO, TX
OSAIC WEALTH, INC. · EL PASO, TX
RAYMOND JAMES & ASSOCIATES, INC. · EL PASO, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL PASO, TX
PARK AVENUE SECURITIES LLC · EL PASO, TX
LPL FINANCIAL LLC · EL PASO, TX
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC · EL PASO, TX
CETERA INVESTMENT ADVISERS LLC · EL PASO, TX

More in El Paso, TX

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