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Michael Thomas Manson

Morgan Stanley

Chicago, IL

CRD 6011556

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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 2026-03-06
IL RA APPROVED 2019-06-06
  • TX RA
    APPROVED
    Since 2026-03-06
  • IL RA
    APPROVED
    Since 2019-06-06

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
Ubs Bank Usa Northbrook IL 04/2017 08/2018
Ubs Financial Services Chicago IL 08/2018 05/2019
Bmo Harris Bank N.A. Chicago IL 08/2013 11/2016
Jks Ventures Llc Chicago IL 11/2016 04/2017
Morgan Stanley Chicago IL 05/2019 Present
  • 04/2017 → 08/2018
    Ubs Bank Usa
    Northbrook, IL
  • 08/2018 → 05/2019
    Ubs Financial Services
    Chicago, IL
  • 08/2013 → 11/2016
    Bmo Harris Bank N.A.
    Chicago, IL
  • 11/2016 → 04/2017
    Jks Ventures Llc
    Chicago, IL
  • 05/2019 → Present
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-21
S63 Uniform Securities Agent State Law Examination 2012-02-11
  • S66 Uniform Combined State Law Examination
    2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2012-02-11

View on SEC IAPD

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