Adrian L Takatch

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

• 02/2025 → Present
  Morgan Stanley
  Dallas, TX
• 06/2024 → 02/2025
  Southern Glazers Wine & Spirits
  Tulsa, OK
• 04/2023 → 06/2024
  Pbok Lease Co Llc
  Tulsa, OK
• 12/2020 → 12/2021
  Redbird Bioscience
  Tulsa, OK
• 12/2021 → 02/2022
  Nexleaf
  Tulsa, OK
• 02/2022 → 04/2023
  Redbird Bioscience
  Tulsa, OK
• 01/2015 → 12/2020
  Bowman Restaurant Group
  Fayetteville, AR

Exams

• S66 Uniform Combined State Law Examination
  2026-03-14