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Michael A Dattalo

Morgan Stanley

Chicago, IL

CRD 7418644

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-02
IL RA APPROVED 2022-10-08
  • TX RA
    APPROVED
    Since 2022-11-02
  • IL RA
    APPROVED
    Since 2022-10-08

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Park Country Club River Grove IL 05/2013 07/2021
Equitable Advisors, Llc New York NY 07/2021 05/2022
St. Patrick High School Chicago IL 08/2013 05/2017
Morgan Stanley Smith Barney Llc Chicago IL 06/2022 Present
  • 05/2013 → 07/2021
    Oak Park Country Club
    River Grove, IL
  • 07/2021 → 05/2022
    Equitable Advisors, Llc
    New York, NY
  • 08/2013 → 05/2017
    St. Patrick High School
    Chicago, IL
  • 06/2022 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-08
S63 Uniform Securities Agent State Law Examination 2021-11-19
  • S65 Uniform Investment Adviser Law Examination
    2022-10-08
  • S63 Uniform Securities Agent State Law Examination
    2021-11-19
Other Names
  • Michael Dattalo
  • Michael Anthony Dattalo

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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