Antonio Ortega
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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 StanleyMay 2026 to now
- State of New MexicoOct 2023 to Apr 2026
- ItsquestJun 2023 to Oct 2023
- Thornburg Investment ManagementJun 2022 to Aug 2022
- UnemployedDec 2021 to Jun 2022
- Turquoise Trail Charter SchoolJul 2021 to Sep 2021
- Romero & Weiner, PcNov 2019 to Dec 2021
- University of DenverSep 2019 to Jun 2023
- IhopMay 2017 to Sep 2019
- New Mexico School for the ArtsJun 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 8249393
- Firm CRD
- 149777