Brian Fitzgerald Chaszar

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

• 08/2006 → 02/2019
  Stone Harbor Investment Partners Lp
  New York, NY
• 07/2016 → 02/2019
  Alps Distributors, Inc.
  Denver, CO
• 03/2020 → Present
  Morgan Stanley
  New York, NY
• 03/2019 → 02/2020
  Unemployed
  Brooklyn, NY
• 07/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*566883 - Citizens' Committee for Children of New York; Investment related-No; New York, New York; Children/Youth; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 3; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2020-07-28
• S63 Uniform Securities Agent State Law Examination
  2018-04-17