Olivia Renee Gilson

Newport Beach, CA

CRD 6768176

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-11-09
CA	RA	APPROVED	2022-11-07

TX RA
APPROVED

Since 2022-11-09
CA RA
APPROVED

Since 2022-11-07

Branch Locations

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • 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

Organization	City	State	From	To
Morgan Stanley	Newport Beach	CA	10/2020	Present
Towson University	Towson	MD	08/2014	05/2018
N/A	Baltimore	MD	05/2018	07/2018
Morgan Stanley	Baltimore	MD	07/2018	10/2020

10/2020 → Present

Morgan Stanley

Newport Beach, CA
08/2014 → 05/2018

Towson University

Towson, MD
05/2018 → 07/2018

N/A

Baltimore, MD
07/2018 → 10/2020

Morgan Stanley

Baltimore, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-05

S66 Uniform Combined State Law Examination

2022-11-05

Other Names

Olivia Renee Baltazar

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON

Travis L. Shirley

Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA

OCVC, LLC · NEWPORT BEACH, CA

MIG CAPITAL, LLC · NEWPORT BEACH, CA

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