Goran Lazarevic

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

• 10/2014 → 08/2017
  B.C. Ziegler And Company
  Chicago, IL
• 08/2017 → Present
  Morgan Stanley
  Chicago, IL
• 10/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2014-01-27 → 2017-08-14
  B. C. Ziegler And Company
  Chicago, IL

Other Businesses

1. Rental properties; Investment related Yes; Rental properties; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2016; During business hours: 0; After business hours: 1; Owner *467037 - Lokanj Rentals LLC; Investment related - Yes; Schererville, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 2; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-23
• S63 Uniform Securities Agent State Law Examination
  2011-03-05