Anthony Joseph Nasca

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

• 03/2020 → Present
  Morgan Stanley
  Chicago, IL
• 07/2019 → 03/2020
  Arthur J Gallagher & Co
  Rolling Meadows, IL
• 07/2018 → 04/2019
  Morgan Stanley
  Chicago, IL
• 12/2017 → 06/2018
  Atristain Advisors
  River Forest, IL
• 08/2017 → 05/2019
  Dominican University
  River Forest, IL
• 08/2015 → 05/2019
  Dominican University
  River Forest, IL
• 05/2015 → 12/2017
  Trader Joes
  Park Ridge, IL
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-08-04