Chad William Kruger

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

• 05/2007 → 07/2025
  J.P. Morgan Securities Llc
  New York, NY
• 01/2017 → 07/2025
  J.P. Morgan Chase Bank, N.A.
  New York, NY
• 07/2025 → Present
  Morgan Stanley Smith Barney Llc
  Sherman Oaks, CA
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2025-03-06 → 2025-07-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-20
• S63 Uniform Securities Agent State Law Examination
  2010-05-28

Other Names

• Chad W Kruger
• Chad William Kruger
• Chad Wiliam Kruger