Marisa Ann Divietro

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

• 09/2020 → 07/2023
  Ieq Capital, Llc
  Foster City, CA
• 06/2019 → 08/2019
  St. James's Place Wealth Management
  London
• 06/2018 → 08/2018
  Cool Insuring Agency
  Latham, NY
• 08/2016 → 06/2020
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 09/2023 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2021-04-17 → 2023-07-13
  Ieq Capital, Llc
  Foster City, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-15
• S65 Uniform Investment Adviser Law Examination
  2021-04-17

Other Names

• Marisa Ann Divietro
• Marisa A Divietro