Tania Marrero

Palm Beach Gardens, FL

CRD 7435181

Claim This Profile

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-22
FL	RA	APPROVED	2023-10-27

TX RA
APPROVED

Since 2023-11-22
FL RA
APPROVED

Since 2023-10-27

Branch Locations

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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

Organization	City	State	From	To
Morgan Stanley	Palm Beach Gardens	FL	09/2021	Present
Copacabana Cuban Cuisine	Jupiter	FL	02/2017	09/2021
Fossil Co	Palm Beach Gardens	FL	11/2018	08/2019
Duffy'S Sports Grill	Jupiter	FL	04/2013	02/2017

09/2021 → Present

Morgan Stanley

Palm Beach Gardens, FL
02/2017 → 09/2021

Copacabana Cuban Cuisine

Jupiter, FL
11/2018 → 08/2019

Fossil Co

Palm Beach Gardens, FL
04/2013 → 02/2017

Duffy'S Sports Grill

Jupiter, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-25
S63	Uniform Securities Agent State Law Examination	2023-10-07

S65 Uniform Investment Adviser Law Examination

2023-10-25
S63 Uniform Securities Agent State Law Examination

2023-10-07

View on SEC IAPD

More in Palm Beach Gardens, FL

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor