Acacia Margarita Mendoza Diego

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

• 12/2020 → 08/2023
  Fidelity Investments
  Greenwood Village, CO
• 04/2018 → 12/2020
  Machol And Johannes Llc
  Denver, CO
• 08/2016 → 11/2020
  America's Best Contacts And Eyeglasses
  Lakewood, CO
• 04/2017 → 05/2017
  Kroger
  Fort Collins, CO
• 05/2016 → 12/2016
  Driver's Education Of America
  Garland, TX
• 09/2023 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2023-02-15 → 2023-08-16
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

*568908 - Rover; Investment related-No; Seattle, Washington; dog sitting; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 10; Labor/Service OBA-94086|OrgNmn:Wag|Org Addr:Denver ,Colorado,US|OBA Nature:Dog walking |Invst Rel:N|Title:Independent Contractor|Duties:Dog walking and dog sitting |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0| *583078- Acacia Pops; Investment related: Yes; Englewood, Colorado; baked goods; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 10; Labor/Service, Sales/Marketing *595244 - WAG ; Investment related - No ; San Francisco,California ; dog sitting ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2021 ; During business hours : 2 ; After business hours : 8 ; dog sitter *633515 - Reflex Carrers Inc; Investment Related - No; Austin, Texas; Retail/Online Stores; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 10; Customer Service. *655905 - Altar'd State; Investment related: No; Frisco, Texas; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 15; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20
• S63 Uniform Securities Agent State Law Examination
  2021-05-19

Other Names

• Acacia Margarita Mendoza Diego
• Acacia M Mendoza Diego
• Acacia Mendoza Diego