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Evan J Espinoza

Morgan Stanley

Indianapolis, IN

CRD 7384285

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-02-28
TX RA APPROVED 2022-03-17
IN RA APPROVED 2021-09-27
  • NC RA
    APPROVED
    Since 2023-02-28
  • TX RA
    APPROVED
    Since 2022-03-17
  • IN RA
    APPROVED
    Since 2021-09-27

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Indianapolis IN 07/2021 Present
Target Indianapolis IN 06/2019 12/2020
Grazie Italiano Bloomington IN 09/2018 12/2018
Ies Barcelona 01/2019 05/2019
Education Bloomington IN 08/2010 05/2020
Unemployed Indianapolis IN 01/2021 06/2021
Morgan Stanley Private Bank, N.A. New York NY 10/2021 Present
  • 07/2021 → Present
    Morgan Stanley Smith Barney Llc
    Indianapolis, IN
  • 06/2019 → 12/2020
    Target
    Indianapolis, IN
  • 09/2018 → 12/2018
    Grazie Italiano
    Bloomington, IN
  • 01/2019 → 05/2019
    Ies
    Barcelona
  • 08/2010 → 05/2020
    Education
    Bloomington, IN
  • 01/2021 → 06/2021
    Unemployed
    Indianapolis, IN
  • 10/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-25
  • S66 Uniform Combined State Law Examination
    2021-09-25

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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