Margarita Cross

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2019
  Transamerica Retirement Solutions
  Castro Valley, CA
• 09/2015 → 05/2019
  Transamerica Investors Securities Corporation
  Castro Valley, CA
• 05/2019 → 05/2020
  Morgan Stanley
  Oakland, CA
• 05/2020 → 08/2020
  Morgan Stanley Private Bank, N.A
  New York, NY
• 09/2020 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 11/2020 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2020-11-05 → 2021-12-31
  Cetera Wealth Services, Llc
  Redwood City, CA
  Castro Valley, CA
• 2019-10-22 → 2020-08-21
  Morgan Stanley
  Oakland, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT START DATE: 09/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSISTANT

Exams

• S66 Uniform Combined State Law Examination
  2019-10-22
• S63 Uniform Securities Agent State Law Examination
  2018-10-27

Other Names

• Margarita Jasmine Stewart
• Margarita Stewart Cross