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Luke Wade Michalik

Morgan Stanley

Chicago, IL

CRD 6986299

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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_RES 2020-11-06
IL RA APPROVED 2020-10-07
  • TX RA
    APPROVED_RES
    Since 2020-11-06
  • IL RA
    APPROVED
    Since 2020-10-07

Branch Locations

233 South Wacker Drive 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
Cdw Chicago IL 10/2017 05/2018
Unemployed Homewood IL 09/2016 10/2017
Jpmorgan Securities Llc Chicago IL 06/2018 05/2019
Zacks Investment Management Chicago IL 06/2019 08/2020
Lbmz Securities Inc Chicago IL 06/2019 08/2020
Morgan Stanley Chicago IL 09/2020 Present
Morgan Stanley Private Bank, N.A New York NY 12/2025 Present
  • 10/2017 → 05/2018
    Cdw
    Chicago, IL
  • 09/2016 → 10/2017
    Unemployed
    Homewood, IL
  • 06/2018 → 05/2019
    Jpmorgan Securities Llc
    Chicago, IL
  • 06/2019 → 08/2020
    Zacks Investment Management
    Chicago, IL
  • 06/2019 → 08/2020
    Lbmz Securities Inc
    Chicago, IL
  • 09/2020 → Present
    Morgan Stanley
    Chicago, IL
  • 12/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2018-10-19

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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