Chalita Sitthisakuldej

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

• 05/2019 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 12/2019 → 05/2022
  Nudi Llc
  Portland, OR
• 11/2021 → 01/2022
  Tory Burch Llc
  Portland, OR
• 06/2019 → 07/2021
  Capri Holdings Limited/Michael Kors
  Portland, OR
• 10/2017 → 12/2019
  Pad Thai Kitchen
  Portland, OR
• 01/2017 → 05/2019
  Jp Morgan & Chase Co.
  Portland, OR
• 04/2012 → 12/2018
  L Brands, Inc./Victoria's Secret
  Portland, OR
• 06/2018 → 09/2018
  Bonsai Restaurant
  Portland, OR
• 12/2015 → 01/2017
  So Kong Dong Tofu& Bbq
  Portland, OR
• 06/2016 → 09/2016
  Khao San Bethany
  Portland, OR
• 08/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 02/2025 → Present
  True Hospitality Group Llc
  San Francisco, CA
• 06/2025 → Present
  Tata Designs Llc
  San Francisco, CA
• 06/2025 → Present
  Align Host
  San Francisco, CA

Previous Registrations

• 2022-08-01 → 2025-07-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Portland, OR
  Portland, OR
  San Francisco, CA

Other Businesses

*654691- Align Host; Investment related: No; San Francisco, California; Consulting; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 20; Sales/Marketing *654925- True Hospitality Group LLC; Investment related: No; San Francisco, California; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 10; Customer Service *655185- Tata Designs LLC; Investment related: Yes; Glendale, California; Consulting; Sole Proprietor/Owner, Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 20; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2022-07-29

Other Names

• Chalita Sitthiskauldej