Michael Glicken

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

• 06/2016 → 02/2018
  Lincoln International
  Chicago, IL
• 02/2018 → 10/2018
  Unemployed
  Chicago, IL
• 10/2018 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 12/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

(1) 356821 - Children's Brittle Bone Foundation / Not Investment Related / Zion, IL / Children, Youth, Health and Welfare / Board Member / President / Start 01-January-2019 / During business hours: 0 / After business hours: 10/ Business Development, Growth, Check Signing, Funds Disbursements, Fundraising. (2) 356823 - The Nora Project / Not Investment Related / Montgomery, IL / Education, Health and Welfare, Individual Rights and Liberties / Board Member, Finance Committee, Investment Committee / Treasurer / Start 01-January-2019 / During business hours: 0 / After business hours: 5 / Accounting, Bookkeeping, Administrative, Business Development, Growth, Fundraising. (3) 541502 - Charity Services Hub LLC / Investment Related / Chicago, IL / Technology / Founder / Start 07-February-2023 / During business hours: 0 / After business hours: 5 / Administrative, Accounting, Bookkeeping, Check Signing, Funds Disbursements, Labor, Service.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13
• S63 Uniform Securities Agent State Law Examination
  2016-07-25

Other Names

• Michael Morris Glicken