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Lilly M Halliday

Morgan Stanley

Chicago, IL

Chicago, IL

CRD 7625282

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
IL RA APPROVED 2024-12-05
  • TX RA
    APPROVED
    Since 2025-01-03
  • IL RA
    APPROVED
    Since 2024-12-05

Branch Locations

Chicago, IL • United States

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Chicago IL 07/2024 Present
Cafe-Ba-Ba Reeba Chicago IL 12/2023 05/2024
Morgan Stanley Smith Barney Llc Chicago IL 10/2022 08/2023
Egi Group Barcelona 06/2022 08/2022
Nando's Peri-Peri Chicago IL 01/2021 05/2021
Kalamazoo Metal Finishers Kalamazoo MI 12/2019 07/2021
Full-Time Student St. Joseph MI 07/2014 05/2020
Loyola University Chicago Chicago IL 07/2021 01/2022
College Student Study Abroad Rome 01/2022 05/2022
Loyola University Chicago Chicago IL 08/2023 12/2023
  • 07/2024 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 12/2023 → 05/2024
    Cafe-Ba-Ba Reeba
    Chicago, IL
  • 10/2022 → 08/2023
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 06/2022 → 08/2022
    Egi Group
    Barcelona
  • 01/2021 → 05/2021
    Nando's Peri-Peri
    Chicago, IL
  • 12/2019 → 07/2021
    Kalamazoo Metal Finishers
    Kalamazoo, MI
  • 07/2014 → 05/2020
    Full-Time Student
    St. Joseph, MI
  • 07/2021 → 01/2022
    Loyola University Chicago
    Chicago, IL
  • 01/2022 → 05/2022
    College Student Study Abroad
    Rome
  • 08/2023 → 12/2023
    Loyola University Chicago
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-05
  • S66 Uniform Combined State Law Examination
    2024-12-05

View on SEC IAPD

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