Gregory Bartolec

Grand Rapids, MI

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2011-06-13
MI	RA	APPROVED	2010-09-28

TX RA
APPROVED_RES

Since 2011-06-13
MI RA
APPROVED

Since 2010-09-28

Branch Locations

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States

Ada, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Grand Rapids	MI	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Grand Rapids, MI
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-03-27
S65	Uniform Investment Adviser Law Examination	1997-03-27

S63 Uniform Securities Agent State Law Examination

1997-03-27
S65 Uniform Investment Adviser Law Examination

1997-03-27

View on SEC IAPD

Other Firms

J. W. COLE ADVISORS, INC.

CREATIVEONE WEALTH, LLC

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

STRATEGIC NAVIGATORS PRIVATE WEALTH

ADVISOR 123 LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LEONARD MARTIN RHOADES

PAUL JACOB KITZROW

JEFFREY KEITH STUKEY

Robert Anthony Mendenall

Andrew Scott VanderSchaaf

Benjamin Noel Webster

Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI

CREATIVEONE WEALTH, LLC · Grand Rapids, MI

AI ALPHA LLC · GRAND RAPIDS, MI

WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI

STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI

ADVISOR 123 LLC · CALEDONIA, MI

ASPIRE WEALTH · CALEDONIA, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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