Edgar N Marita

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

• 04/2010 → 08/2024
  Ubs Financial Services
  Weehawken, NJ
• 08/2024 → Present
  Morgan Stanley
  Potomac, MD

Previous Registrations

• 2020-03-14 → 2024-08-30
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Hartford, CT
  Palo Alto, CA
  San Francisco, CA
  Hayward, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-03-14
• S63 Uniform Securities Agent State Law Examination
  2011-08-01

Other Names

• Edgar Marita
• Edgar Marita