John Michael Dickinson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-05-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Raleigh, NC
• 2000-11-20 → 2009-05-21
  Ubs Financial Services Inc.
  Raleigh, NC
  Raleigh, NC

Other Businesses

BOYS CLUB OF WAKE COUNTY FOUNDATION, INC.; ENDOWMENT FOR BOYS AND GIRLS CLUBS OF WAKE COUNTY, INVESTMENTS ONLY; 10/2012 *OBI - 568216 - Musical Group ; Investment related - No ; Raleigh, North Carolina ; Art/Culture ; Hobby- musician(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 0 ; After business hours : 5 ; Member of a musical group that may receive compensation for performance in future, recreational hobby

Exams

• S66 Uniform Combined State Law Examination
  2000-11-09

Other Names

• Michael Dickinson