Marco A Arce Gutierrez

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

• 04/2015 → 07/2022
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 07/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 12/2022 → Present
  Morgan Stanley & Co., Llc
  New York, NY

Previous Registrations

• 2018-07-13 → 2020-12-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-10-12 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-08-25

Other Names

• Marco Antonio Arce
• Marco Arce
• Marco Antonio Arce-Gutierrez
• Marco Ludovisi Arce