Gigi G Sanchez

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

• 10/2015 → Present
  Morgan Stanley
  Miami, FL
• 02/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2012-09-06 → 2015-10-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
  Miami, FL

Other Businesses

1.Rental Property; Investment related: Yes; Miami, FL; Rental Property; (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019;

Exams

• S66 Uniform Combined State Law Examination
  2012-09-04

Other Names

• Gigi Vanessa Guerra
• Gigi Guerra