Fiona Pauli Ventura

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

• 02/2016 → 10/2016
  Arts Table
  Santa Monica, CA
• 10/2016 → 04/2017
  Baltaire
  Los Angeles, CA
• 05/2017 → 04/2018
  Lewis Management Corporation
  Upland, CA
• 06/2018 → 07/2019
  Windsor Communities
  Denver, CO
• 08/2019 → 12/2019
  Windsor Communities
  Huntington Beach, CA
• 01/2020 → 02/2020
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 01/2015 → 12/2016
  Mount St. Mary's University
  Los Angeles, CA
• 02/2020 → Present
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 03/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-01-14

Other Names

• Fiona Ventura