Ibeth Zabiana Moreno

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

• 06/2010 → 11/2016
  Wells Fargo Advisors, Llc
  Miami, FL
• 11/2016 → 12/2019
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 01/2020 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2018-10-03 → 2020-01-03
  Wells Fargo Clearing Services, Llc
  Miami, FL

Other Businesses

RENTAL PROPERTY, INV RELATED, HALLANDALE FL, 100% OWNERSHIP, START 5/28/2016, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, HALLANDALE FL, 100% OWNERSHIP, START 12/01/2012, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-17

Other Names

• Ibeth Z Moreno