Andrew G. Winnick

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

• 09/2019 → 10/2022
  Jpmorgan Chase Bank N.A.
  Manhattan Beach, CA
• 09/2019 → 10/2022
  J.P. Morgan Securities Llc
  Manhattan Beach, CA
• 02/2019 → 08/2019
  Funding Merchant Source
  Manhattan Beach, CA
• 09/2016 → 12/2018
  Performance Matters Associates Usa
  Carmel, IN
• 01/2019 → 02/2019
  Performance Matters Associates Usa
  Hermosa Beach, CA
• 10/2022 → Present
  Morgan Stanley
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2019-12-18

Other Names

• Andrew G Winnick