Vicki Ann Schilling

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

• 07/2015 → Present
  Morgan Stanley Smith Barney Llc
  Rapid City, SD
• 09/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2006-08-12 → 2015-07-17
  Ubs Financial Services Inc.
  Rapid City, SD
• 1994-05-27 → 2006-08-12
  Piper Sandler & Co.
  Minneapolis, MN
  Rapid City, SD
  Rapid City, SD

Other Businesses

Anderson Land Co. LLC; Leasing Land; .25 During and 1 hour outside; Operating manager; negotiate land prices; Zeibach County Agricultural Property

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-29
• S63 Uniform Securities Agent State Law Examination
  1992-07-15

Other Names

• Vicki Ann Anderson