Ronald W. Mitcherling

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 Llc
  Hunt Valley, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Towson, MD
  Hunt Valley, MD
  New York, NY
  Hunt Valley, MD
• 1997-02-20 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Hunt Valley, MD

Other Businesses

*696096 - 5118 Terrace Drive LLC; Investment related -Yes; Fork, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 2; Member of LLC which is deeded owner of property

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-02
• S63 Uniform Securities Agent State Law Examination
  1996-06-26

Other Names

• Ronald William Mitcherling
• Ronald William Mitcherling Jr.
• Ronald William Mitcherling
• Ronald W. Mitcherling Jr.