Trevor J Bieszczat

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

• 06/2023 → 09/2024
  Jpmorgan Chase Bank, Na
  Chicago, IL
• 06/2023 → 09/2024
  Jpmorgan Securities Llc
  Chicago, IL
• 03/2023 → 05/2023
  Doordash
  West Lafayette, IN
• 05/2022 → 08/2022
  Morgan Stanley
  Chicago, IL
• 05/2021 → 07/2021
  Strack And Van Til
  Highland, IN
• 07/2017 → 07/2017
  Barney Enterprises Management Services
  Valparaiso, IN
• 06/2013 → 06/2017
  Unemployed
  Crown Point, IN
• 06/2019 → 08/2019
  Strack And Van Til
  Crown Point, IN
• 08/2021 → 04/2022
  Unemployed
  West Lafayette, IN
• 09/2022 → 02/2023
  Unemployed
  West Lafayette, IN
• 09/2019 → 04/2020
  Unemployed
  Crown Point, IN
• 05/2020 → 08/2020
  Strack And Van Til
  Crown Point, IN
• 09/2020 → 04/2021
  Unemployed
  West Lafayette, IN
• 01/2018 → 03/2019
  Main Street Cafe
  Crown Point, IN
• 08/2017 → 12/2017
  Unemployed
  Crown Point, IN
• 04/2019 → 05/2019
  Unemployed
  Crown Point, IN
• 10/2024 → Present
  Morgan Stanley
  Lake Forest, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-23
• S63 Uniform Securities Agent State Law Examination
  2023-07-10

Other Names

• Trevor J Bieszczat
• Trevor Joshua Bieszczat