Robert D Gerwing

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-24
IL	RA	APPROVED	2026-06-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Chicago	IL	04/2026	Present
Huntington Bank	Chicago	IL	09/2023	04/2026
Indiana University - Kelley School Of Business	Bloomington	IN	08/2019	06/2023
Wheaton Warrenville South High School	Wheaton	IL	08/2015	05/2019
Morgan Stanley Private Bank, N.A	New York	NY	07/2026	Present

04/2026 → Present

Morgan Stanley

Chicago, IL
09/2023 → 04/2026

Huntington Bank

Chicago, IL
08/2019 → 06/2023

Indiana University - Kelley School Of Business

Bloomington, IN
08/2015 → 05/2019

Wheaton Warrenville South High School

Wheaton, IL
07/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-17

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