Emilia Moreira Dickey

Employer firm

Bigsur Partners, LLC CRD 146511

$1.28B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• PORTFOLIO CONSULTING, FAMILY OFFICE & CONSOLIDATED REPORTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 09/2019
  Morgan Stanley
  Coral Gables, FL
• 01/2015 → 09/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2019 → Present
  Bigsur Wealth Management Llc
  Miami, FL

Previous Registrations

• 2011-10-18 → 2019-09-16
  Morgan Stanley
  Miami, FL
  Coral Gables, FL
• 2010-01-01 → 2011-09-06
  Ubs Financial Services Inc.
  Coral Gables, FL
• 2007-04-16 → 2010-01-01
  Ubs International Inc.
  Coral Gables, FL
• 2006-10-23 → 2007-04-13
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

EmVest LLC. Personal LLC utilized solely for investment advisory activities conducted through BigSur Partners. LLC has no other purpose.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-20

Other Names

• Emilia M Moreira
• Emilia Moreira