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Robert Kenneth Osowski

Morgan Stanley

Chicago, IL

CRD 6004054

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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 2024-12-13
IL RA APPROVED 2024-12-12
  • TX RA
    APPROVED_RES
    Since 2024-12-13
  • IL RA
    APPROVED
    Since 2024-12-12

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
Citigroup Global Markets, Inc. Chicago IL 12/2011 12/2024
Morgan Stanley Smith Barney Llc Chicago IL 12/2024 Present
Morgan Stanley Private Bank, N.A New York NY 02/2025 Present
  • 12/2011 → 12/2024
    Citigroup Global Markets, Inc.
    Chicago, IL
  • 12/2024 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 02/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2020-03-07 → 2024-12-17
    Citigroup Global Markets Inc.
    San Antonio, TX
    Chicago, IL
    Chicago, IL
    Tampa, FL
    Chicago, IL
    River Forest, IL
    Glen Ellyn, IL
    Chicago, IL
    Hoffman Estates, IL
    Miami, FL
    New York, NY
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-07
S63 Uniform Securities Agent State Law Examination 2012-12-07
  • S65 Uniform Investment Adviser Law Examination
    2020-03-07
  • S63 Uniform Securities Agent State Law Examination
    2012-12-07

View on SEC IAPD

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PFINGSTEN PARTNERS, L.L.C.
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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

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