Sophia M Gilkes

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

• 12/2012 → Present
  Morgan Stanley Wealth Management
  Paramus, NJ

Other Businesses

SOLE PROPRIETOR/OWNER/PARTNER; RENTAL PROPERTY; AS OF 07/2015; DURING BUSINESS HOURS 0; AFTER BUSINESS HOURS 0; LANDLORD *586075- Team Gilkes LLC; Investment related-Yes; White Plains, New York; Automotive/Transportation, Publishing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 5; After business hours: 0; Administrative *646152- Fordham University; Investment related: No; Bronx, New York; Education; Employee(proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 12; Teach

Exams

• S66 Uniform Combined State Law Examination
  2014-03-15
• S63 Uniform Securities Agent State Law Examination
  2009-08-28

Other Names

• Sophia Marie Hutchinson
• Sophia M Hutchinson