Anne Irene Emmerich

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Tucson, AZ

Other Businesses

*491392 - STAMPIN' UP! INC.; Investment related No; RIVERTON, Utah; Retail/Online Stores; INDEPENDENT DEMONSTRATOR (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 20; Sales/Marketing *579907 - ETSY; Investment related- No; BROOKLYN, New York; Wholesale/Distribution; SELF ENTREPRENEUR (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 10; NO DUTIES/OBLIGATIONS *673345 - General Craft Fairs and Variety of Gift Shops; Investment Related - No; Marana, Arizona; Wholesale/Distribution; Self Entrepreneur (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2026; During Business Hours: 0; After Business Hours: 20; Selling handmade cards and crafts at community craft fair events and variety local gift shops

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-06

Other Names

• Anne Irene Bowman