Rosa Maria Maria Saldias Costa

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

• 11/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Miami, FL
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 11/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-02-24 → 2021-09-23
  Wells Fargo Clearing Services, Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-02-21

Other Names

• Rosa Maria Saldiascosta
• Rosa Maria Saldias Costa