Aspen E Ulibarri

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

• 06/2022 → Present
  Morgan Stanley
  Scottsdale, AZ
• 05/2019 → 08/2019
  Sandia National Laboratory
  Albuquerque, NM
• 05/2020 → 05/2022
  Sandia National Laboratory
  Albuquerque, NM
• 08/2019 → 05/2020
  Arizona State University Housing
  Tempe, AZ
• 01/2012 → 08/2018
  Full-Time Educated
  Albquerque, NM
• 08/2018 → 05/2022
  Arizona State University
  Tempe, AZ

Other Businesses

* 551724 - InstaCart ; Investment related - No ; San Francisco, California ; Retail/Online Stores ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 20 ; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-18
• S63 Uniform Securities Agent State Law Examination
  2023-06-20