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Chelsea Brianne Householder

Morgan Stanley

East Lansing, MI

CRD 7183616

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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 2022-03-07
NY RA APPROVED 2021-06-16
MI RA APPROVED 2019-12-21
  • TX RA
    APPROVED_RES
    Since 2022-03-07
  • NY RA
    APPROVED
    Since 2021-06-16
  • MI RA
    APPROVED
    Since 2019-12-21

Branch Locations

2900 West Road Suite 300, East Lansing, MI 48823 • 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
Morgan Stanley Smith Barney Llc East Lansing MI 10/2019 Present
Michigan Department Of Licensing And Regulatory Affairs Lansing MI 09/2019 10/2019
Fowler High School/ Lansing Comm. College/ Northwood University Lansing MI 09/2009 09/2019
Morgan Stanley Private Bank, N.A New York NY 11/2019 Present
  • 10/2019 → Present
    Morgan Stanley Smith Barney Llc
    East Lansing, MI
  • 09/2019 → 10/2019
    Michigan Department Of Licensing And Regulatory Affairs
    Lansing, MI
  • 09/2009 → 09/2019
    Fowler High School/ Lansing Comm. College/ Northwood University
    Lansing, MI
  • 11/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-21
  • S66 Uniform Combined State Law Examination
    2019-12-21
Other Names
  • Chelsea Brianneq Simon
  • Chelsea Brianne Simon

View on SEC IAPD

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