Dolan Gregorich

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

• 07/2022 → 10/2025
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 07/2022 → 10/2025
  Jpmorgan Securities Llc
  Greenwich, CT
• 11/2020 → 07/2022
  Tp Icap
  Edison, NJ
• 06/2019 → 01/2020
  Coastal Bridge Advisors
  Westport, CT
• 06/2018 → 07/2018
  Keefe, Bruyette And Woods
  New York, NY
• 09/2016 → 05/2020
  Trinity College
  Hartford, CT
• 05/2020 → 10/2020
  Unemployed
  Darien, CT
• 03/2026 → Present
  Morgan Stanley
  New York, NY
• 11/2025 → 03/2026
  Unemployed
  New York, NY

Previous Registrations

• 2023-01-20 → 2025-10-02
  J.P. Morgan Securities Llc
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Dolan Gregorich
• Dolan Michael Gregorich
• Dolan M. Gregorich