Hector D Naranjo Lepe

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

• 08/2019 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 08/2015 → 07/2020
  Rose Garden Massage
  San Jose, CA
• 04/2012 → 07/2020
  Rose Garden Massage
  Santa Clara, CA
• 04/2021 → Present
  Morgan Stanley Smith Barney Llc
  Menlo Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-05-10

Other Names

• Hector Naranjo Lepe