Monica Mavignier

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

• 12/2010 → 12/2016
  Axa Advisors, Llc
  New York, NY
• 03/2017 → 03/2019
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 03/2019 → 06/2019
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 06/2019 → 01/2026
  Hsbc Bank Usa, N.A.
  Miami, FL
• 06/2019 → 01/2026
  Hsbc Securities (Usa) Inc.
  Miami, FL
• 01/2026 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-07-16 → 2026-02-02
  Hsbc Securities (Usa) Inc.
  Key Biscayne, FL
  Miami, FL
  Miami, FL
• 2019-03-06 → 2019-06-18
  Morgan Stanley
  Miami, FL
• 2018-09-11 → 2019-03-05
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Weston, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-02
• S63 Uniform Securities Agent State Law Examination
  2011-08-05

Other Names

• Monica Mavignier-Gherardi
• Monica Mavignier Gherardi