Lorena Michelle Moudi

Employer firm

Mission Creek Capital Partners, Inc. CRD 151514

$742M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 08/2013 → 01/2020
  Morgan Stanley
  Orinda, CA

Previous Registrations

• 2014-11-13 → 2020-02-04
  Morgan Stanley
  Oakland, CA
  Orinda, CA
• 2003-08-11 → 2004-06-22
  Charles Schwab & Co., Inc.
  Walnut Creek, CA
• 1999-10-18 → 2003-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-12
• S63 Uniform Securities Agent State Law Examination
  2011-08-05

Other Names

• Lorena Moudi
• Lorena Dreyfus
• Lorena Michelle Dreyfus