Marilene Tisha Wilfred

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 → 05/2017
  Morgan Stanley Smith Barney
  New York, NY
• 03/2011 → 05/2017
  Morgan Stanley Smith Barney
  Melville, NY
• 05/2017 → Present
  Morgan Stanley Smith Barney
  Melville, NY

Previous Registrations

• 2009-06-01 → 2009-11-27
  Morgan Stanley
  New York, NY
  New York, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2003-11-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  New York, NY
  Jersey City, NJ
  Jersey City, NJ

Other Businesses

*410389 - Hidden Valley Gem Farms LLC; Investment related Yes; Collegedale, TN; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); June 2020; During business hours: 0; After business hours: 0; Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-18
• S63 Uniform Securities Agent State Law Examination
  2000-09-20

Other Names

• Marilene Gabrriel