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Maren Ann Epps

Morgan Stanley

El Paso, TX

El Paso, TX

South Jordan, UT

CRD 7247987

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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 2023-11-22
UT RA APPROVED 2023-03-31
  • TX RA
    APPROVED
    Since 2023-11-22
  • UT RA
    APPROVED
    Since 2023-03-31

Branch Locations

El Paso, TX • United States

303 North Oregon Street, El Paso, TX 79901 • United States

680 West 10000 South, South Jordan, UT 84095 • 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 El Paso TX 06/2020 Present
America First Credit Union Ogden UT 08/2014 06/2020
  • 06/2020 → Present
    Morgan Stanley
    El Paso, TX
  • 08/2014 → 06/2020
    America First Credit Union
    Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-30
  • S66 Uniform Combined State Law Examination
    2023-03-30
Other Names
  • Maren Ann Zidek

View on SEC IAPD

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