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Ariana Giselle Bedolla medina

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 StanleyNov 2022 to now
  2. Wells Fargo Clearing Services, LLCMar 2021 to Oct 2022
  3. Wells Fargo Clearing Services, LLCMar 2020 to Feb 2021
  4. Wells Fargo Bank, NAApr 2018 to Feb 2021
  5. UnemployedJun 2017 to Apr 2018
  6. Wells Fargo Bank, N.A.Dec 2016 to Jun 2017
  7. University of California, IrvineSep 2015 to Jun 2017
  8. Coffee Bean & Tea LeafJun 2015 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7245765
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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