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Estefania Munguia

Morgan Stanley

Stamford, CT

CRD 7643777

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-16
CT RA APPROVED 2023-12-18
NY RA APPROVED 2023-12-18
  • TX RA
    APPROVED
    Since 2024-01-16
  • CT RA
    APPROVED
    Since 2023-12-18
  • NY RA
    APPROVED
    Since 2023-12-18

Branch Locations

4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Stamford CT 10/2022 Present
Bonnie Briar Country Club Larchmont NY 05/2008 04/2018
Digitech Computers Llc Chappaqua NY 04/2018 08/2019
Cbsi Services Inc Harrison NY 08/2019 10/2022
  • 10/2022 → Present
    Morgan Stanley
    Stamford, CT
  • 05/2008 → 04/2018
    Bonnie Briar Country Club
    Larchmont, NY
  • 04/2018 → 08/2019
    Digitech Computers Llc
    Chappaqua, NY
  • 08/2019 → 10/2022
    Cbsi Services Inc
    Harrison, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18

View on SEC IAPD

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