Anne Flaherty Heekin

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

• 05/2011 → Present
  Morgan Stanley
  Chicago, IL

Other Businesses

THE EQUITRADE GROUP; ILLINOIS; COMPANY EXPORTS PROCESSED FOOD TO CENTRAL AND SOUTH AMERICA; OFFICE STAFF; RESPONSIBILITIES WOULD BE WRITING AND TRANSLATING INTO ENGLISH, HELP MANAGE RETURNS, REQUEST CREDIT FOR FOOD SPOILED BY TRANSPORT; 2 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 05/2009 *410487 - Trust; Investment related Yes; Greenville, Mississippi; Trustee/Co-Trustee; 10/2020; During business hours: 0; After business hours: 5

Exams

• S66 Uniform Combined State Law Examination
  2011-08-05