Michelle Renee Derkowski

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Oak Brook, IL

Previous Registrations

• 2009-02-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Oak Brook, IL
• 2002-04-04 → 2008-12-19
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
• 2002-02-11 → 2002-04-26
  Ubs Financial Services Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2002-01-30
• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1995-08-14

Other Names

• Michelle Renee Karl