Beatrice Elena Cueto

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 Llc
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2000-03-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Other Businesses

Gaviota del Cayo LLC; Investment related Yes; Key Biscayne, FL; Limited Liability Company; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 0; Director. *429361 â?" Rental Property (201 Crandon Blvd); Investment related Yes; key Biscayne, FL; Real Estate ; Owner (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0; After business hours 05; Property Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-08
• S63 Uniform Securities Agent State Law Examination
  1999-04-01

Other Names

• Beatrice Cueto
• Beatrice Elena Cueto
• Beatrice Elena Cueto-Taggart