Erin Schornack Dickes

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

• 10/2005 → 10/2017
  Geneva Investment Management Of Chicago, Llc
  Chicago, IL
• 09/2008 → 10/2017
  Gnv Advisors, Llc
  Chicago, IL
• 10/2017 → 10/2017
  Atlantic Trust Investment Advisors, Inc.
  Chicago, IL
• 11/2017 → 07/2022
  Cibc Private Wealth Advisors, Inc.
  Chicago, IL
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 09/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-11-08 → 2022-08-12
  Cibc Private Wealth Advisors, Inc.
  Chicago, IL
• 2005-11-03 → 2017-09-01
  Geneva Advisors, Llc
  Chicago, IL
• 2003-11-05 → 2006-12-06
  Kenilworth Asset Management, Llc
  Kenilworth, IL

Other Businesses

*516872 - National Association for Continence; Investment related: No; Charleston, South Carolina; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; Fundraising *548158 - National Association of Continence (NAFC) ; Investment related - No ; Charleston, South Carolina ; Health and Welfare, Humanitarian, Education ; Officer (non-board member)(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 2 ; After business hours : 2 ; Fundraising, Investment Decisions/Advice, Business Development/Growth *591350 - Custom Label & Decal, LLC ; Investment related - No ; Livermore,California ; Manufacturing ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2024 ; During business hours : 0 ; After business hours : 3 ; General business advisory

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-24
• S65 Uniform Investment Adviser Law Examination
  2003-08-18

Other Names

• Erin Dickes