Bianca P Espinosa

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

• 02/2007 → 08/2021
  Thinkorswim, Inc.
  Chicago, IL
• 05/2010 → 08/2021
  Td Ameritrade, Inc.
  Chicago, IL
• 09/2010 → 08/2021
  Avon
  Chicago, IL
• 09/2021 → 07/2022
  Robinhood Financial, Llc
  Chicago, IL
• 01/2024 → Present
  Morgan Stanley
  Oak Brook, IL
• 09/2022 → Present
  Ulta Beauty
  Arlington Hegiths, IL

Other Businesses

*583357 - Ulta Beauty; Investment related: No; Maryland; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 20; Customer Service *619185 - Nielsen Ratings ; Investment related: No; New York, New York; Other:Technology; Panel member (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 10; report TV shows my family and I watch on a regular basis *690183 - Dior; Investment Related - No; New York, New York; Retail/Online Stores; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2026; During Business Hours: 0; After Business Hours: 5; Sales/Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-01
• S63 Uniform Securities Agent State Law Examination
  2011-01-18

Other Names

• Bianca Espinosa
• Espinosa
• Bianca Paola Espinosa