Marianne Mery Arguelles

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

• 06/2020 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2015 → 06/2020
  Bank Of America, N.A.
  Fort Lauderdale, FL
• 11/2018 → 04/2019
  Cafe Demetrio Inc
  Coral Gables, FL
• 02/2024 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2020-11-16 → 2024-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
  Miami, FL
  New York, NY
  Fort Lauderdale, FL
  Miami, FL
  Miami, FL

Other Businesses

*583588 - Rental Property; Investment related -Yes; Miami, Florida; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 2; Administrative *583583 - Rental Property; Investment related: Yes; MIAMI, Florida; Real Estate; Owner of rental property (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 2; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2020-11-11

Other Names

• Marianne Mery Arguelles Rojas
• Marianne M Arguelles
• Marianne M Arguelles Rojas