Giuliana Rubenich

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

• 05/2022 → 02/2024
  Ubs Financial Services
  Miami, FL
• 01/2021 → 05/2022
  Bb Americas Bank
  Miami, FL
• 04/2018 → 04/2020
  Hayman Woodward Corp
  Miami, FL
• 01/2015 → 10/2017
  Banco Itau Sa
  Sao Paulo
• 04/2020 → 01/2021
  Lima E Rubenich Me
  Sao Paulo
• 10/2017 → 04/2018
  Unemployed
  Miami, FL
• 02/2024 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2023-08-17 → 2024-02-08
  Ubs Financial Services Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-16