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Graeme Steven Wilson

Morgan Stanley

Chicago, IL

CRD 5318267

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-26
IL RA APPROVED 2015-12-17
  • TX RA
    APPROVED_RES
    Since 2020-03-26
  • IL RA
    APPROVED
    Since 2015-12-17

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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
Morgan Stanley Smith Barney Llc Chicago IL 12/2015 Present
Morgan Stanley Private Bank, National Association New York NY 01/2016 Present
  • 12/2015 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 01/2016 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-05-16 → 2015-12-22
    Ubs Financial Services Inc.
    Chicago, IL
  • 2007-11-16 → 2008-05-23
    J.P. Morgan Securities Inc.
    Chicago, IL
    Chicago, IL
    Chicago, IL
Other Businesses

CHICAGO ELITE FITNESS / CROSSFIT, OLYMPIC LIFTING, AND POWERLIFTING GYM/ 1918 N. MENDELL ST CHICAGO, IL 60642 / COACH/ START DATE 01/07/2013.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-14
  • S66 Uniform Combined State Law Examination
    2007-11-14
Other Names
  • Graeme S Wilson

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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