Mark Preston Styles

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
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 2000-03-09 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1)COMPUTER STYLES/COMPUTER CONSULTING PARTNER 2)SERVE AS A COMMITTEE MEMBER WITH THE CHICAGO COMMUNITY TRUST. 3)TO SERVE AS A BOARD MEMBER WITH THE ALLENDALE ASSOCIATION. 4) STYLES PROPERTY RENTAL; WEST CHICAGO, IL; OWNER; NO TIME DEVOTED 5)RENTAL PROPERTY- OWNER - EFFECTIVE 03/2010 *444794 - Styles Brothers LLC; Investment related - Yes; glencoe, Illinois; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 1; Administrative *699689- Squeaky Clean Exteriors LLC; Investment related: No; glencoe, Illinois; Construction/Engineering; I'm a Member of the LLC, but my sons who are 16 receive a 1099 for their pressure washing business locally for the summer (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 0; Accounting/Bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-22
• S63 Uniform Securities Agent State Law Examination
  1997-10-22

Other Names

• Mark Priston Styles