Traci Diane Beckwith

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Antonio, TX

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Antonio, TX
• 2000-07-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Antonio, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-24
• S63 Uniform Securities Agent State Law Examination
  1995-03-16

Other Names

• Traci D Bolden
• Traci Beckwith
• Traci Bolden
• Traci Diane Bolden
• Traci Diane Langley
• Tracy Diane Bolden