Maria Victoria Balkunas

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

• 04/2009 → 11/2016
  Wells Fargo Advisors Llc
  Buenos Aires
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Buenos Aires
• 05/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 06/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-09-10 → 2021-05-21
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL
  Buenos Aires

Other Businesses

1. *439230 - Rental Property; Investment related - Yes; Argentina; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 0; After business hours: 0; RENTAL PROPERTY, INV RELATED, MIAMI, FL, 100% OWNERSHIP, START 1/7/2021, ZERO HOURS PER MONTH, ZERO DURING TRADING. *572544- JUVANI LLC; Investment related: Yes; WESTON, Florida; PET GROOMING; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 5; Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2014-09-09

Other Names

• Maria Balkunas