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Chad William Kruger

Morgan Stanley

Sherman Oaks, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-14
TX RA APPROVED 2025-07-14
  • CA RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 05/2007 07/2025
J.P. Morgan Chase Bank, N.A. New York NY 01/2017 07/2025
Morgan Stanley Smith Barney Llc Sherman Oaks CA 07/2025 Present
Morgan Stanley Private Bank, N.A. New York NY 07/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-20
S63 Uniform Securities Agent State Law Examination 2010-05-28
  • 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

View on SEC IAPD

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Other Offices

MORPHEUS ADVISORS · SHERMAN OAKS, CA
BELAY INVESTMENT GROUP, LLC · SHERMAN OAKS, CA
HIGHLINE ASSET MANAGEMENT, LLC · SHERMAN OAKS, CA
HIGHLINE WEALTH PARTNERS · SHERMAN OAKS, CA
WRW WEALTH ADVISORS · SHERMAN OAKS, CA
UBS FINANCIAL SERVICES INC. · Sherman Oaks, CA
KATAM HILL LLC · SHERMAN OAKS, CA
THE WEALTH CONSULTING GROUP · SHERMAN OAKS, CA

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