Diego E Gutierrez

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

• 12/2022 → Present
  Morgan Stanley
  Saratoga Springs, NY
• 06/2021 → 11/2021
  Mioym Equities
  Rye Brook, NY
• 02/2020 → 05/2021
  Rockstar Energy
  Albany, NY
• 09/2017 → 05/2021
  University At Albany
  Albany, NY
• 05/2016 → 08/2017
  Knollwood Country Club
  Elmsford, NY
• 01/2013 → 05/2017
  Briarcliff High School
  Briarcliff Manor, NY
• 01/2022 → 12/2022
  Morgan Stanley
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-05-11