Mel Adrian Ibarra

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

• 09/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Burke, VA
• 09/2013 → 07/2017
  Wells Fargo Bank, Na
  Burke, VA
• 07/2017 → Present
  Morgan Stanley
  Los Angeles, CA
• 04/2020 → Present
  Morgan Stanley Services Group, Inc.
  Mclean, VA
• 11/2016 → 07/2017
  Wells Fargo Clearing Services, Llc
  Burke, VA

Previous Registrations

• 2013-09-23 → 2017-07-28
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Burke, VA
  Mclean, VA
  Columbia, MD
  Springfield, VA
  Mclean, VA
  Springfield, VA
  Springfield, VA
• 2009-09-29 → 2013-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  Columbia, MD
  Vienna, VA
  Mclean, VA
  Pennington, NJ
  Vienna, VA
  Oakton, VA

Exams

• S66 Uniform Combined State Law Examination
  2009-09-28
• S63 Uniform Securities Agent State Law Examination
  2008-12-12

Other Names

• Mel Adrian Ibarra
• Mel A Ibarra