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Amy E Kalas

Morgan Stanley

Deerfield, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-09-24
TX RA APPROVED 2021-09-24
  • IL RA
    APPROVED
    Since 2021-09-24
  • TX RA
    APPROVED
    Since 2021-09-24

Branch Locations

111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 07/2016 09/2021
Bank Of America, N.A. Lake Zurich IL 10/2016 09/2021
Morgan Stanley Smith Barney Llc Deerfield IL 09/2021 Present
Morgan Stanley Private Bank, N.A New York NY 10/2021 Present
  • 07/2016 → 09/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Northbrook, IL
  • 10/2016 → 09/2021
    Bank Of America, N.A.
    Lake Zurich, IL
  • 09/2021 → Present
    Morgan Stanley Smith Barney Llc
    Deerfield, IL
  • 10/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-07
S63 Uniform Securities Agent State Law Examination 2004-04-08
  • S65 Uniform Investment Adviser Law Examination
    2016-09-07
  • S63 Uniform Securities Agent State Law Examination
    2004-04-08
Other Names
  • Amy E Nakasone
  • Amy E Kalas
  • Amy Eiko Kalas

View on SEC IAPD

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Other Offices

CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL
PARKSIDE INVESTMENTS, LLC · DEERFIELD, IL

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