Ranjeev Kumar Hira

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

• 07/2014 → 01/2023
  Ubs Financial Services Inc.
  San Francisco, CA
• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  Pleasanton, CA
• 03/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-07-22 → 2023-01-23
  Ubs Financial Services Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Walnut Creek, CA
• 2013-02-28 → 2013-06-27
  U.S. Bancorp Advisors, Llc
  Oakland, CA
  Pleasant Hill, CA

Other Businesses

555414 - Rental Property ; Investment related - Yes ; Pittsburg, California ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 0 ; After business hours : 2 ; Rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-26
• S63 Uniform Securities Agent State Law Examination
  2010-08-27