Altagracia Gil

CRD 6029898

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-16
CT	RA	APPROVED	2021-08-09
NY	RA	APPROVED	2021-08-09

TX RA
APPROVED

Since 2023-01-16
CT RA
APPROVED

Since 2021-08-09
NY RA
APPROVED

Since 2021-08-09

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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

Organization	City	State	From	To
Ubs Financial Services	New York	NY	12/2012	08/2019
Morgan Stanley Smith Barney Llc	New York	NY	08/2019	Present

12/2012 → 08/2019

Ubs Financial Services

New York, NY
08/2019 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-06

S66 Uniform Combined State Law Examination

2021-08-06

View on SEC IAPD

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