Maya Gervis

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

• 04/2011 → 01/2026
  Bmo Bank, N.A.
  San Francisco, CA
• 06/2011 → 07/2023
  Bacwest Investment Services
  San Francisco, CA
• 07/2023 → 01/2026
  Lpl Financial Llc
  San Francisco, CA
• 01/2026 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 02/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2023-07-19 → 2026-01-20
  Lpl Financial Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2011-06-23 → 2023-07-19
  Bancwest Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2008-10-02 → 2011-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2006-10-30 → 2008-07-09
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-11-15
• S63 Uniform Securities Agent State Law Examination
  1993-11-24