Isabel Maria Santo Tomas

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
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-22 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

CAREYES FOUNDATION; BEVERLY HILLS, CA; BOARD MEMBER; AS TREASURER, WILL OVERSEEING THE REPORTING AND MANAGEMENT OF THE ORGANIZATION'S FINANCES; .5 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 08/2013

Exams

• S66 Uniform Combined State Law Examination
  2014-01-24
• S63 Uniform Securities Agent State Law Examination
  1986-03-17

Other Names

• Isabel Santotomas
• Isabel Maria Santotomas
• Isabel Maria Santotomas
• Isabel M Du Lau Dallemans
• Isabel Maria Du Lau D'ALlemans