Best Investors Account Sign in

Yesenia Gil

Morgan Stanley

Carlsbad, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-23
CA RA APPROVED 2024-08-20
  • TX RA
    APPROVED
    Since 2024-08-23
  • CA RA
    APPROVED
    Since 2024-08-20

Branch Locations

5796 Armada Drive Suite 200, Carlsbad, CA 92008 • 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
Wells Fargo Advisors, Llc San Diego CA 08/2010 11/2016
Wells Fargo Clearing Services, Llc San Diego CA 11/2016 02/2018
Morgan Stanley Carlsbad CA 03/2024 Present
Wells Fargo Private Bank La Jolla CA 02/2018 03/2024
  • 08/2010 → 11/2016
    Wells Fargo Advisors, Llc
    San Diego, CA
  • 11/2016 → 02/2018
    Wells Fargo Clearing Services, Llc
    San Diego, CA
  • 03/2024 → Present
    Morgan Stanley
    Carlsbad, CA
  • 02/2018 → 03/2024
    Wells Fargo Private Bank
    La Jolla, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-27
  • S66 Uniform Combined State Law Examination
    2024-01-27
Other Names
  • Yesenia Gil
  • Nia Gil
  • Nia Gil Elemary
  • Yesenia Gil Elemary

View on SEC IAPD

Other Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
COTTINGHAM MANAGEMENT COMPANY, LLC
CORONADO INVESTMENT ADVISORS, LLC
FINANCIAL PLANNING SOLUTIONS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
LPL FINANCIAL LLC

Other Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

More in Carlsbad, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor