Emma R Bilvado

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

• 04/2021 → Present
  Morgan Stanley
  Scottsdale, AZ
• 08/2020 → 04/2021
  Edward Jones Investments
  Tempe, AZ
• 03/2020 → 08/2020
  Unemployed
  Tempe, AZ
• 01/2020 → 03/2020
  Salty Senorita
  Scottsdale, AZ
• 07/2019 → 07/2019
  Salut Kitchen Bar
  Tempe, AZ
• 05/2018 → 07/2019
  Gordon Biersch Brewery And Restaurant
  Tempe, AZ
• 05/2018 → 12/2018
  The Bodhi
  Tempe, AZ
• 05/2016 → 05/2018
  Arizona State University
  Tempe, AZ
• 12/2016 → 05/2017
  Starbucks
  Tempe, AZ
• 01/2019 → 05/2021
  Arizona State University
  Tempe, AZ
• 10/2022 → 09/2023
  E*Trade Securities Llc
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-09-16

Other Names

• Emma Rae Bilvado