Maria Lourdes De Lourdes Echaide

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

• 04/2017 → Present
  Morgan Stanley
  Santa Rosa, CA
• 10/2016 → 04/2017
  Wells Fargo Bank
  Petaluma, CA
• 09/2015 → 10/2016
  Wells Fargo Home Mortgage
  Mill Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-01

Other Names

• Maria Echaide
• Lourdes Echaide
• Maria De Lourdes Echaide
• Maria De Lourdes Echaide