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Manuel Zuniga

Investment adviser representative at Morgan Stanley
10 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

10 years in the industry.

  1. Morgan StanleyFeb 2025 to now
  2. Creditex Group Inc.Aug 2024 to Feb 2025
  3. Ice Bonds Securities CorporationAug 2024 to Feb 2025
  4. HSBCJun 2023 to Aug 2023
  5. L'orealJun 2022 to Aug 2022
  6. KenworthJun 2021 to Aug 2021
  7. Transportes MarvaMay 2020 to Jul 2020
  8. New York UniversityAug 2019 to Jun 2024
  9. N/aJun 2019 to Jul 2019
  10. Culver AcademiesAug 2017 to Jun 2019
  11. Pippa TecJul 2016 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
7993208
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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