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Mayra alejandra Alejandra Uribe-quiceno

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Morgan StanleyMar 2025 to now
  2. Oppenheimer & Co, IncOct 2022 to Mar 2025
  3. Deutsche Bank Securities, IncSep 2021 to Oct 2022
  4. Wells Fargo Clearing Services, LLC.Jun 2021 to Sep 2021
  5. Provenance Wealth AdvisorsApr 2021 to May 2021
  6. Wells Fargo Clearing Services, LLCNov 2017 to Apr 2021
  7. Tradestation Securities, Inc.Feb 2015 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5683969
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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