Mariana Sanches Bertoldi

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

• 05/2016 → 03/2018
  Citibank
  Sao Paulo
• 04/2018 → 08/2018
  Itau International Securities Inc.
  Miami, FL
• 09/2018 → 07/2022
  Citigroup
  Miami, FL
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-11-29 → 2022-07-01
  Citigroup Global Markets Inc.
  Miami, FL
• 2014-05-16 → 2015-07-24
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-18
• S66 Uniform Combined State Law Examination
  2014-05-13

Designations

• Certified Financial Planner

Other Names

• Mariana Bertoldi
• Mariana Sanches Bertoldi
• Mariana Sanchesbertoldi