Mikolaj M Kowalczyk

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

• 08/2023 → Present
  Morgan Stanley
  Chicago, IL
• 07/2022 → 12/2022
  Bdo
  Chicago, IL
• 05/2019 → 08/2022
  Tatra Soccer Club
  Justice, IL
• 08/2013 → 05/2023
  Grade School, Lockport Twsp High School, Dominican University
  Chicago, IL

Other Businesses

*531892 - Home Improvement Discount; Investment Related - No; Lockport, IL; Retail/Online Stores; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jan, 2021; During Business Hours: 0; After Business Hours: 40; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21