Victoria Chalmers Cone

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

• 06/2022 → Present
  Morgan Stanley
  Chicago, IL
• 01/2021 → 05/2022
  Ubs Financial Services
  Tampa, FL
• 05/2021 → 08/2021
  Gordos
  Tallahassee, FL
• 05/2019 → 08/2019
  Il Mulino
  Fort Lauderdale, FL
• 09/2017 → 03/2019
  Jack's Hamburgers
  Fort Lauderdale, FL
• 08/2019 → 05/2021
  Florida State University
  Tallahassee, FL
• 08/2013 → 05/2018
  High School
  Fort Lauderdale, FL
• 05/2018 → 05/2022
  College
  Tallahassee, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-18

Other Names

• Victoria Chalmers Cone
• Victoria C Cone