Ian W Fredrick

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

• 01/2023 → 11/2023
  E*Trade Securities Llc
  Chicago, IL
• 06/2020 → 05/2022
  Caliber Home Loans
  Irving, TX
• 07/2017 → 06/2020
  Cei Logistics
  Chicago, IL
• 05/2017 → 07/2017
  South Lansing Community Development Association
  Lansing, MI
• 07/2016 → 07/2017
  Michigan State University
  East Lansing, MI
• 05/2022 → 01/2023
  Unemployment
  Dallas, TX
• 06/2023 → 11/2023
  Morgan Stanley
  Chicago, IL
• 11/2023 → Present
  Morgan Stanley
  Houston, TX

Other Businesses

*707013- Heights Notary Services LLC; Investment related: No; Houston, Texas; Notary Services; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 8; Notary Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-15
• S63 Uniform Securities Agent State Law Examination
  2023-04-21