Chase Daniel Wanamaker

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

• 01/2015 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 06/2017 → Present
  Morgan Stanley
  Vancouver, WA
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-08-28 → 2017-05-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA

Other Businesses

*365025 - Rental Property; Investment related Yes; Portland, Oregon; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2019 ; During business hours: 0; After business hours: 5; Landlord.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-27

Other Names

• Chase Daniel Wanamaker
• Chase Wanamaker