Gregory L Chaskin

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

• 10/2009 → Present
  Morgan Stanley
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

NAME OF BUSINESS: TUTIS ALTERNATIVE FUND LLC INVESTMENT RELATED: YES ADDRESS: 245 EAST 54TH STREET, APT 8H, NEW YORK, NY 10022 NATURE OF BUSINESS: PERSONAL INVESTMENT IN TAX LIENS AND DEEDS RELATED TO RESIDENTIAL AND COMMERCIAL REAL ESTATE. TITLE: CEO AND FOUNDER START DATE: 2009 APPROXIMATE # OF HOURS/MONTH DEVOTED: 1 APPROXIMATE # OF HOURS/MONTH DEVOTED DURING SECRUITITES TRADING HOURS: 0 DUTIES: PERSONAL INVESTING IN REAL ESTATE TAX LIENS AND TAX DEEDS NAME OF BUSINESS: CONSUMER SOFTWARE INTERNATIONAL INC INVESTMENT RELATED: NO ADDRESS: 122 WEST 26TH STEET, SUITE 900, NEW YORK, NY 10001 NATURE OF BUSINESS: SOFTWARE DEVELOPMENT AND DISTRIBUTION TITLE: MEMBER OF THE BOARD OF ADVISORS START DATE: 2006 APPROXIMATE # OF HOURS/MONTH DEVOTED: 5 APPROXIMATE # OF HOURS/MONTH DEVOTED DURING SECRUITITES TRADING HOURS: 0 DUTIES: ADVISE THE COMPANY'S MANAGEMENT TEAM REGARDING BUSINESS STRATEGY.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-31

Other Names

• Gregory Chaskin