Margret Roark Birch

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

• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2013 → Present
  Morgan Stanley
  Geneva, IL

Other Businesses

*405729 - Brightside Theatre; Investment related No; Naperville, IL; Art/Culture; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 1; Business Development/Growth,Fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-20
• S63 Uniform Securities Agent State Law Examination
  1992-11-19

Other Names

• Margret Joanne Shiffer
• Margaret Joanne Shiffer
• Margret Roark Birch
• Margret Joanne Shiffer-Roark
• Margret Joanne Shifferroark