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Madeline Huertas

Morgan Stanley

San Francisco, CA

CRD 6556099

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-06
CA RA APPROVED 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-06
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • 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
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 02/2025 Present
Deer Valley Resort Company, Llc Park City UT 11/2024 01/2025
Cocoon Financial Services, Inc. San Francisco CA 05/2021 07/2024
Square Inc. San Francisco CA 04/2017 05/2021
Zerochaos San Francisco CA 02/2017 04/2017
Unemployed - Extended Travel San Francisco CA 08/2016 02/2017
Unemployed - Extended Travel Salt Lake City UT 07/2024 11/2024
Morgan Stanley Private Bank, N.A New York NY 07/2025 Present
  • 02/2025 → Present
    Morgan Stanley
    San Francisco, CA
  • 11/2024 → 01/2025
    Deer Valley Resort Company, Llc
    Park City, UT
  • 05/2021 → 07/2024
    Cocoon Financial Services, Inc.
    San Francisco, CA
  • 04/2017 → 05/2021
    Square Inc.
    San Francisco, CA
  • 02/2017 → 04/2017
    Zerochaos
    San Francisco, CA
  • 08/2016 → 02/2017
    Unemployed - Extended Travel
    San Francisco, CA
  • 07/2024 → 11/2024
    Unemployed - Extended Travel
    Salt Lake City, UT
  • 07/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-03
  • S66 Uniform Combined State Law Examination
    2025-05-03
Other Names
  • Madeline Michele Huertas

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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