Best Investors Account Sign in

Linh T Ta

Morgan Stanley

Chicago, IL

CRD 8122919

Claim This Profile
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 2025-09-15
IL RA APPROVED 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-15
  • IL RA
    APPROVED
    Since 2025-09-08

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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 Chicago IL 07/2025 Present
The Millennium Group Chicago IL 09/2023 06/2025
Amazon Waukegan IL 08/2021 09/2023
True Value Harvard IL 01/2021 06/2021
Paccar Rockford IL 12/2017 12/2020
Xpo Logistics Memphis TN 01/2017 11/2017
Kenco Memphis TN 07/2016 01/2017
  • 07/2025 → Present
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 06/2025
    The Millennium Group
    Chicago, IL
  • 08/2021 → 09/2023
    Amazon
    Waukegan, IL
  • 01/2021 → 06/2021
    True Value
    Harvard, IL
  • 12/2017 → 12/2020
    Paccar
    Rockford, IL
  • 01/2017 → 11/2017
    Xpo Logistics
    Memphis, TN
  • 07/2016 → 01/2017
    Kenco
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-12
  • S66 Uniform Combined State Law Examination
    2025-07-12
Other Names
  • Linh T Willingham

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor