Ram louis Louis Del mundo
Investment adviser representative at Morgan Stanley
23 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
23 years in the industry.
- Morgan StanleyNov 2023 to now
- Fidelity InvestmentsAug 2021 to Nov 2023
- TD AmeritradeDec 2020 to May 2021
- Nurses and Caregivers, Inc.Nov 2018 to Dec 2020
- Meijer StoresAug 2018 to Nov 2018
- Northern Illinois UniversityJun 2018 to Dec 2020
- N/aJun 2003 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7320473
- Firm CRD
- 149777