Susan Reichert Milanak

Current Employers

Employment History

• 01/2009 → 09/2022
  Lpl Financial, Llc
  Lake Forest, IL
• 05/2012 → 12/2020
  Gem Financial Advisors, Inc.
  Lake Forest, IL
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  Lake Forest, IL
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  Vero Beach, FL
• 09/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-01-16 → 2022-09-14
  Lpl Financial Llc
  Lake Forest, IL
  Charlotte, NC
  Lake Forest, IL
• 2010-06-30 → 2020-12-09
  Gem Financial Advisors, Inc.
  Lake Forest, IL
• 2008-01-01 → 2009-02-10
  Wells Fargo Clearing Services, Llc
  Lake Forest, IL
• 2006-11-22 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lake Forest, IL
  St. Louis, MO

Other Businesses

1. 04/17/2009: EMILY BROOKS FOUNDATION - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - 1% OF TIME SPENT - MEMBER-BOARD OF DIRECTORS *446 - THe Reichert Foundation; Investment related: No; Lake Forest, Illinois; Private Foundation; Executive Director (proprietor, partner, officer, director, employee, trustee, agent); 05/2004; During business hours: 0; After business hours: 2; Other *697- Trust; Investment related-Yes; 02/2007; During business hours: 0; After business hours: 1 *727- Trust; Investment related-Yes; 02/2007; During business hours: 0; After business hours: 1 *692- Trust; Investment related-Yes; Lake Forest, Illinois; 02/2007; During business hours: 0; After business hours: 1 *239 - Trust; Investment related: Yes; Eagle, Colorado; Trust; Trustee/Co-trustee; 08/2021; During business hours: 0; After business hours: 1 *539635 - Trust; Investment related: Yes; Lake Forest, Illinois; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 0; After business hours: 1; *522235 - The Reichert Foundation ; Investment related - No ; Lake Forest, Illinois ; Civic/Community ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2004 ; During business hours : 0 ; After business hours : 2 ; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2006-11-21

Designations

Other Names

• Susan Reichert