Erika Ibarra

CRD 6201358

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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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-07

TX RA
APPROVED

Since 2025-08-07

Branch Locations

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Houston	TX	12/2019	01/2025
Ubs Financial Services	Houston	TX	06/2013	12/2019
Morgan Stanley	Houston	TX	07/2025	Present
Unemployed	Houston	TX	02/2025	06/2025

12/2019 → 01/2025

Morgan Stanley

Houston, TX
06/2013 → 12/2019

Ubs Financial Services

Houston, TX
07/2025 → Present

Morgan Stanley

Houston, TX
02/2025 → 06/2025

Unemployed

Houston, TX

Previous Registrations

2023-03-20 → 2025-02-05

Morgan Stanley

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-18

S66 Uniform Combined State Law Examination

2023-03-18

Other Names

Erika Lucia Ibarra

View on SEC IAPD

Nearby Firms

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Nearby Investors

John Charles Robinson

CRYSTAL ALLISON MCKEON

AUSTIN GENTRY MARRS

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