Makayla R Chassion

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

• 08/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2024 → 07/2025
  Capital Group
  Irvine, CA
• 08/2023 → 02/2024
  Geffen Academy
  Los Angeles, CA
• 09/2023 → 05/2024
  University Of California
  Los Angeles, CA
• 10/2020 → 07/2022
  Chamisal Tennis And Fitness Club
  Salinas, CA
• 01/2021 → 08/2022
  Pathway Tennis Academy
  Salinas, CA
• 06/2020 → 07/2020
  Angelina's Pizzeria
  Salinas, CA
• 09/2022 → 06/2024
  University Of California Los Angeles
  Los Angeles, CA
• 08/2020 → 05/2022
  Monterey Peninsula College
  Monterey, CA
• 01/2014 → 05/2020
  Unemployed
  Salinas, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Other Names

• Makayla Rose Chassion