Gerardo Francisco Olavarrieta

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

• 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

• 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