Oraine A Munda

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

• 11/2013 → 11/2016
  Edward Jones
  St Louis, MO
• 11/2016 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sunrise, FL
• 11/2016 → 05/2021
  Bank Of America, N.A.
  Sunrise, FL
• 05/2021 → 10/2023
  Morgan Stanley
  Temple Terrace, FL
• 09/2022 → 10/2023
  E*Trade Securities, Llc
  Temple Terrace, FL
• 10/2023 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2016-12-01 → 2021-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sunrise, FL
  Sunrise, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Tamarac, FL
  Fort Lauderdale, FL
  Sunrise, FL
  Tamarac, FL
  Tamarac, FL
  Plantation, FL
• 2014-03-05 → 2016-11-17
  Edward Jones
  Cooper City, FL
  Maryland Heights, MO
  Maryland Heights, MO
  Cooper City, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-03-01

Other Names

• Oraine Andrew Munda