Heather Ann Wineinger

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

• 11/2010 → Present
  Morgan Stanley Smith Barney
  San Antonio, TX

Other Businesses

Denali Custom Homes, LLC; Investment related; Home building, remodeling, general contractor; Owner; Start date: 04/2011; During business hours: 0; After business hours: 15

Exams

• S66 Uniform Combined State Law Examination
  2011-12-19

Other Names

• Heather Ann Wightman