Chadwick Michael Schloesser

Current Employers

Employment History

• 10/2015 → 06/2017
  Dane County
  Madison, WI
• 06/2017 → 09/2017
  A-Team Construction Unlimited Inc
  Madison, WI
• 10/2017 → 11/2017
  Nylife Securities Llc
  Madison, WI
• 09/2017 → 11/2017
  New York Life Insurance Co
  Madison, WI
• 11/2017 → 07/2018
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 07/2018 → 09/2018
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 09/2018 → Present
  Morgan Stanley
  Madison, WI
• 10/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-12-21 → 2019-01-10
  Sva Wealth Management, Llc
  Madison, WI
• 2012-12-07 → 2015-01-28
  B. C. Ziegler And Company
  Middleton, WI
• 2012-03-19 → 2012-12-04
  Edward Jones
  St Louis, MO
  Fitchburg, WI
• 2008-03-03 → 2011-01-03
  Edward Jones
  St Louis, MO
  Plover, WI
  Madison, WI
  Plover, WI
• 2007-07-13 → 2007-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eau Claire, WI

Other Businesses

*542640 - Trust; Investment related Yes; Madison, Wisconsin; 07/2020 ; During business hours: 0; After business hours: 1. *458831 - Capital Times Kids Fund; Investment related: No; Madison , Wisconsin; Children/Youth; Other Committee:Investment Committee:Board Member:Advisory Board:Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 10; Other:Investment Decisions/Advice:Administrative:Accounting/Bookkeeping

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-05
• S65 Uniform Investment Adviser Law Examination
  2017-12-21
• S66 Uniform Combined State Law Examination
  2007-07-12

Other Names

• Chad M Sternweis