Whitney Denise Bonaquist

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

• 08/2018 → Present
  Morgan Stanley
  Howell, MI
• 02/2017 → 07/2018
  Dynamic Metals Group
  Clinton Township, MI
• 09/2015 → 02/2017
  Great Lakes Woodworking
  Detroit, MI

Other Businesses

*657047 - ELEVATE NEW HUDSON, LLC; Investment related: No; New Hudon, Michigan; Art/Culture:Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 40; Administrative:Accounting/Bookkeeping:Business Development/Growth:Customer Service:Labor/Service:Sales/Marketing:Check Signing/Funds Disbursements,Creating merchandise for sale (i.e. t-shirts, jewelry, knitted items, original artwork)

Exams

• S66 Uniform Combined State Law Examination
  2020-02-29

Other Names

• Whitney Denise Gravelle
• Whitney Denise Stead