Roberto Tamayo Orbe

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

• 08/2025 → 11/2025
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 06/2003 → 08/2025
  Wells Fargo
  Miami, FL
• 09/2025 → 11/2025
  Thrivent Financial
  Appleton, WI
• 12/2025 → Present
  Morgan Stanley
  Miami, FL
• 01/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*671592 - ABANTIARE CAPITAL LLC; Investment related-Yes; Hallandale, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Other Names

• Roberto Tamayo Orbe