Monica Marie Salazar

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

• 06/2018 → Present
  Morgan Stanley
  San Antonio, TX
• 02/2018 → 03/2018
  Idea Public Schools
  San Antonio, TX
• 03/2018 → 06/2018
  Unemployed
  San Antonio, TX
• 03/2017 → 02/2018
  American Funds
  San Antonio, TX
• 07/2009 → 03/2017
  Jp Morgan Chase
  San Antonio, TX

Other Businesses

1. Photography; Investment related No; Photography; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 4

Exams

• S66 Uniform Combined State Law Examination
  2019-12-21

Other Names

• Monica Marie Friel