Abraham M Meza

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

• 05/2018 → 10/2021
  Wireless Advocates
  Fremont, CA
• 12/2021 → 07/2022
  Equitable Advisors, Llc
  New York, NY
• 11/2021 → 12/2021
  Unemployed
  Union City, CA
• 08/2016 → 05/2021
  San Jose State University
  San Jose, CA
• 11/2017 → 02/2018
  Imanage
  Santa Clara, CA
• 07/2017 → 11/2017
  All About Parking
  San Mateo, CA
• 09/2016 → 07/2017
  Best Buy
  Union City, CA
• 02/2016 → 09/2016
  Rockin' Jump
  Fremont, CA
• 08/2022 → Present
  E*Trade Securities Llc
  San Francisco, CA
• 08/2022 → Present
  E*Trade Capital Management Llc
  San Francisco, CA
• 03/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2023 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2022-09-13 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  San Francisco, CA
  San Francisco, CA
• 2022-04-05 → 2022-07-22
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-01

Other Names

• Abe Meza
• Abraham Moses Meza