Michael E Bernhard

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

• 12/2015 → Present
  Morgan Stanley
  Chicago, IL
• 02/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-04-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
• 2008-05-22 → 2008-10-01
  Edward Jones
  St Louis, MO

Other Businesses

*64668 - Bernhard Holdings LLC; Investment related: Yes; Oswego, Illinois; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2012; During business hours: 0; After business hours: 10; investor 2. Elwood Property LLC; Investment related; Elwood IL; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 5; Rent out and manager rental properties. 3. *560463 - MBAB Properties LLC; Investment related-Yes; Oswego, Illinois; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 3; Property Management *606400 - Probus Property Management LLC; Investment Related - Yes; Oswego, Illinois; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 5; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-08

Other Names

• Michael E Barnhard