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Cameron J Dion

Morgan Stanley

Chicago, IL

CRD 6963032

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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 2022-01-26
IL RA APPROVED 2021-12-13
  • TX RA
    APPROVED
    Since 2022-01-26
  • IL RA
    APPROVED
    Since 2021-12-13

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
Morgan Stanley Smith Barney Llc Chicago IL 05/2021 Present
Pinecrest Golf Club Huntley IL 06/2016 09/2016
Iowa State University Ames IA 09/2016 12/2016
Panda Express Ames IA 01/2017 12/2017
Iowa State University Ames IA 01/2018 05/2018
Panera Bread Crystal Lake IL 05/2018 08/2018
Morgan Stanley Chicago IL 05/2018 08/2018
Freddy's Frozen Custard And Steakburgers Ames IA 09/2018 04/2020
Doordash Algonquin IL 05/2020 04/2021
  • 05/2021 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 06/2016 → 09/2016
    Pinecrest Golf Club
    Huntley, IL
  • 09/2016 → 12/2016
    Iowa State University
    Ames, IA
  • 01/2017 → 12/2017
    Panda Express
    Ames, IA
  • 01/2018 → 05/2018
    Iowa State University
    Ames, IA
  • 05/2018 → 08/2018
    Panera Bread
    Crystal Lake, IL
  • 05/2018 → 08/2018
    Morgan Stanley
    Chicago, IL
  • 09/2018 → 04/2020
    Freddy's Frozen Custard And Steakburgers
    Ames, IA
  • 05/2020 → 04/2021
    Doordash
    Algonquin, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-12
  • S66 Uniform Combined State Law Examination
    2021-12-12

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
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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