Esteban Becerra-Marin

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

• 10/2024 → Present
  Morgan Stanley
  Purchase, NY
• 06/2024 → 10/2024
  Unemployed
  San Diego, CA
• 10/2023 → 06/2024
  Ab Tawil & Associates
  San Diego, CA
• 08/2021 → 10/2023
  Ab Tawil & Associates
  San Diego, CA
• 06/2021 → 08/2021
  Unemployed
  San Diego, CA
• 02/2020 → 06/2021
  Urbvan Transit
  Ciudad De Mexico
• 08/2015 → 12/2020
  Instituto Tecnologico Autonomo De Mexico
  Ciudad De Mexico

Exams

• S66 Uniform Combined State Law Examination
  2026-01-24
• S63 Uniform Securities Agent State Law Examination
  2024-12-13