Chase R Altneu

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

• 05/2016 → Present
  Morgan Stanley
  New York, NY
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-02-22 → 2012-10-15
  Morgan Stanley
  New York, NY
  New York, NY

Other Businesses

*524888: Giggster; Investment related: No; Nyack, New York; Film shooting at our home; Myself - Homeowner; 10/2022; During business hours: 0; After business hours: 1; Home owner and "lister" for our home to film shoots / movies. *568823- Marydell Faith and Life Center; Investment related-No; Upper Nyack, New York; Religious; Board Member: Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 1; After business hours: 4; Administrative: Accounting/Bookkeeping: Business Development/Growth *642375 - Rental Property - Air BNB; Investment related-Yes; Westerville, Ohio; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 2; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2009-05-08