Gustavo Luis Gertzenstein

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

• 12/2016 → 07/2017
  Morgan Stanley
  Miami, FL
• 07/2008 → 11/2016
  Citco Corporate Services Inc.
  Miami, FL
• 07/2017 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL

Other Businesses

1. *460008- LKG Architecture Corp.; Investment related No; Key Biscayne, Florida; Architectural services; Other (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2017-12-20