Niesha L Parekh

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

• 01/2015 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2007-02-14 → 2015-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

*578764 - Rental Property; Investment related-Yes; Chicago, Illinois; Rental Property; Owner of the Condo (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 1 ; Other *587460- An Open Book Foundation; Investment related: No; Washington, District of Columbia; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 1; After business hours: 5; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2007-02-13
• S63 Uniform Securities Agent State Law Examination
  2003-05-05

Other Names

• Niesha Patricia Lobo