Heather A Ramirez
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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
10 years in the industry.
- Morgan StanleyNov 2024 to now
- Equitable Advisors, LLCJul 2024 to Oct 2024
- UnemployedJun 2024 to Jul 2024
- LandngFeb 2024 to Apr 2024
- NavigateJun 2023 to Aug 2023
- Kiehl'sNov 2022 to Jun 2023
- University of WashingtonSep 2022 to Jun 2024
- JambaMay 2021 to Sep 2023
- Market of ChoiceMar 2021 to May 2021
- Portland State UniversitySep 2020 to Sep 2022
- South Medford High SchoolJun 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
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
- 7962186
- Firm CRD
- 149777