Max J Chapman

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

• 12/2022 → Present
  Morgan Stanley
  Purchase, NY
• 03/2022 → 05/2022
  Francis W. Parker School Of Chicago
  Chicago, IL
• 08/2021 → 01/2022
  Priority Sports And Entertainment
  Chicago, IL
• 08/2020 → 05/2021
  University Of Wisconsin Madison
  Madison, WI
• 06/2020 → 08/2020
  Northwestern Mutual Life Insurance Co.
  Madison, WI
• 08/2019 → 05/2020
  University Of Wisconsin Madison
  Madison, WI
• 06/2019 → 08/2019
  Smart.BId
  Tel-Aviv
• 08/2018 → 05/2019
  University Of Wisconsin Madison
  Madison, WI
• 06/2018 → 08/2018
  Jvs Chicago
  Chicago, IL
• 08/2017 → 05/2018
  University Of Wisconsin Madison
  Madison, WI
• 09/2013 → 06/2017
  Francis W. Parker School Of Chicago
  Chicago, IL
• 05/2022 → 12/2022
  Unemployed
  Chicago, IL
• 01/2022 → 03/2022
  Unemployed
  Chicago, IL
• 05/2021 → 06/2021
  Unemployed
  Chicago, IL
• 06/2021 → 07/2021
  Transend Logistics
  Chicago, IL
• 05/2020 → 06/2020
  Unemployed
  Chicago, IL
• 05/2019 → 06/2019
  Unemployed
  Chicago, IL
• 05/2018 → 06/2018
  Unemployed
  Chicago, IL
• 06/2017 → 08/2017
  Unemployed
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-13
• S63 Uniform Securities Agent State Law Examination
  2023-02-10