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Andrew J Fine

Morgan Stanley

Deerfield, IL

CRD 8258280

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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 2026-07-23
IL RA APPROVED 2026-06-26
  • TX RA
    APPROVED
    Since 2026-07-23
  • IL RA
    APPROVED
    Since 2026-06-26

Branch Locations

111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • 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 Deerfield IL 05/2026 Present
Medline Industries, Lp Northfield IL 07/2023 05/2026
Horizon Therapeutics Deerfield IL 09/2022 05/2023
Tulane University New Orleans LA 08/2018 05/2022
Deerfield High School Deerfield IL 08/2014 05/2018
Unemployed Deerfield IL 05/2022 08/2022
Morgan Stanley Private Bank, N.A New York NY 07/2026 Present
  • 05/2026 → Present
    Morgan Stanley
    Deerfield, IL
  • 07/2023 → 05/2026
    Medline Industries, Lp
    Northfield, IL
  • 09/2022 → 05/2023
    Horizon Therapeutics
    Deerfield, IL
  • 08/2018 → 05/2022
    Tulane University
    New Orleans, LA
  • 08/2014 → 05/2018
    Deerfield High School
    Deerfield, IL
  • 05/2022 → 08/2022
    Unemployed
    Deerfield, IL
  • 07/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-26
S63 Uniform Securities Agent State Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26
  • S63 Uniform Securities Agent State Law Examination
    2025-03-14

View on SEC IAPD

Nearby Firms

CAPITAL RESOURCE MANAGEMENT,INC.
ROBERTS, GLORE & CO.
PICKWICK WEALTH MANAGEMENT

Nearby Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo

Nearby Offices

CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL

More in Deerfield, IL

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