Chad Adam Levy

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-04-23
NJ	RA	APPROVED	2016-01-13

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-04-23
NJ RA
APPROVED

Since 2016-01-13

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	New York	NY	12/2015	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2016	Present

12/2015 → Present

Morgan Stanley

New York, NY
01/2016 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2014-10-17 → 2015-12-16

Mcadam Llc

Jersey City, NJ

Radnor, PA
2013-11-27 → 2014-10-03

Voya Financial Advisors, Inc.

Jersey City, NJ

Other Businesses

3) CAVALIER TECHNOLOGIES, 30 ASH DRIVE, ROSLYN, NY 11576. NOT INVESTMENT RELATED, PRESIDENT OF SMARTPHONE APPLICATIONS COMPANY, 3/2015-PRESENT. CREATE SMARTPHONE APPLICATIONS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-17

S66 Uniform Combined State Law Examination

2013-09-17

View on SEC IAPD