Bartosz Piotr Bak

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

• 12/2013 → Present
  Morgan Stanley
  Oak Brook, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-06-28 → 2014-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 2004-09-23 → 2007-06-27
  A. G. Edwards & Sons, Inc.
  Hanover Park, IL
  Hanover Park, IL

Other Businesses

1. SPIRIPLEX UNCESURED PROMISSORY NOTE; SPIRIPLEX, INC.;PRIVATE; AS OF 07/2015. 2.SOLE PROPRIETOR / OWNER / PARTNER;INVESTMENT REAL ESTATE PROPERTY;PROSPECT HEIGHTS, IL;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS .25; AS OF 07/2015. 3.POWER GENERATION TECHNOLOGIES, LLC; MARTIN JASZCZUK & ERNST BERGEN; NAPERVILLE, IL; AS OF 07/2015. 4.RICHARD L. BURGESS; CONNECT LENDING; TECHNOLOGY;LIMITED PARTNERSHIP; AS OF 07/2015;CHICAGO, IL

Exams

• S66 Uniform Combined State Law Examination
  2004-09-22

Designations

• Certified Financial Planner