Nicholas David Stenger

Employer firm

Stenger Family Office, LLC CRD 325089

$735M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2017 → 03/2023
  Morgan Stanley
  Oak Brook, IL
• 05/2017 → 03/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2013 → 05/2017
  Loyola University
  Chicago, IL
• 03/2023 → Present
  Stenger Family Office
  Naperville, IL
• 08/2017 → 04/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2023 → Present
  Stenger Tax Advisory Llc
  Naperville, IL

Previous Registrations

• 2017-08-18 → 2023-03-30
  Morgan Stanley
  Oak Brook, IL

Other Businesses

1) Stenger Tax Advisory LLC; Not investment related; 400 E. Diehl Rd, Suite 550-C, Naperville, IL 60563; Nature - licensed certified public accounting firm, tax planning, and preparation; Position/Title - Owner, Member; Start date - 4/17/2023; Approx. Hours/Month - 2-4hrs; Approx. Hours/Month devoted during securities trading hours - 0hrs; duties - I am not a tax advisor, but am a co-founder of Stenger Tax Advisory LLC. I currently manage operations of the tax practice along with the other co-founder, Bond Roth. Starting 8/1/2023, a CPA owner/partner will take over these duties.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-18

Other Names

• Nicholas David Stenger
• Nicholas Stenger