Grant J Schugart

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

• 02/2025 → Present
  Morgan Stanley
  Chicago, IL
• 05/2022 → 08/2023
  Ameriprise Financial
  Lawrence, KS
• 05/2023 → 05/2024
  University Of Notre Dame
  South Bend, IN
• 08/2020 → 05/2023
  University Of Kansas
  Lawrence, KS
• 01/2015 → 12/2024
  Student
  Kansas City, KS

Exams

• S66 Uniform Combined State Law Examination
  2026-01-22

Other Names

• Grant Schugart