Chad Edward Henry

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

• 04/2016 → 02/2021
  Raymond James Financial Services, Inc.
  Sycamore, IL
• 04/2016 → 02/2021
  Raymond James Financial Services Advisors Inc.
  Sycamore, IL
• 12/2016 → 02/2021
  Forthright Financial Planning / Alt Strategies Group
  Sycamore, IL
• 12/2016 → 02/2021
  Forthright Financial Planning / Mvp
  Sycamore, IL
• 12/2016 → 02/2021
  Forthright Financial Planning / Capitas
  St. Charles, IL
• 07/2017 → 02/2021
  Forthright Fp / Good Alternatives
  Sycamore, IL
• 10/2015 → 02/2021
  Forthright Financial Planning Llc
  Sycamore, IL
• 02/2021 → 04/2026
  Ubs Financial Services, Inc.
  Naperville, IL
• 04/2026 → Present
  Morgan Stanley Smith Barney Llc
  Oak Brook, IL
• 05/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-02-16 → 2026-04-27
  Ubs Financial Services Inc.
  Naperville, IL
  Oakbrook Terrace, IL
  Batavia, IL
• 2016-04-25 → 2021-02-25
  Raymond James Financial Services Advisors, Inc
  Sycamore, IL
  Saint Charles, IL
• 2011-06-15 → 2016-04-15
  Spc
  Rockford, IL
  Ann Arbor, MI
  Chicago, IL
  Lisle, IL
  Sycamore, IL
• 2008-11-07 → 2011-05-26
  Robert W. Baird & Co. Incorporated
  Rockford, IL
• 2006-01-06 → 2008-11-10
  Ameriprise Advisor Services, Inc.
  St. Charles, IL
  St. Charles, IL

Other Businesses

*690700- National Association of Active Investment Manager; Investment related: Yes; Littleton, Colorado; Education:Investment/Finance/Banking; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-05
• S63 Uniform Securities Agent State Law Examination
  2002-07-11

Designations

• Certified Financial Planner