Cosima F De Rocher De La Baume

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

• 07/2023 → Present
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Morgan Stanley
  New York, NY
• 01/2020 → 05/2020
  For Granted Inc
  Washington, DC
• 07/2019 → 08/2019
  Comvest Partners
  Palm Beach, FL
• 05/2013 → 05/2019
  British International School Phuket
  Phuket
• 08/2019 → 12/2022
  Georgetown University
  Washington, DC
• 01/2023 → 06/2023
  Unemployment
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-01
• S63 Uniform Securities Agent State Law Examination
  2023-08-07

Other Names

• Cosi De Rocher De La Baume
• Cosima F Derocherdelabaume