Samantha Learch

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

• 04/2019 → 10/2023
  Goldman Sachs Personal Financial Management
  Chicago, IL
• 08/2018 → 04/2019
  Media Financial Managemet Association
  Northfield, IL
• 08/2016 → 05/2018
  Redline Athletics
  Buffalo Grove, IL
• 10/2023 → 05/2024
  Apollon Wealth Management
  Arlington Hieghts, IL
• 05/2024 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2023-10-13 → 2024-06-07
  Apollon Wealth Management, Llc
  Mount Pleasant, SC
  Arlington Heights, IL
• 2023-09-15 → 2023-10-20
  United Capital Financial Advisors
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-09-12