Savannah J Chilton

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 → Present
  Morgan Stanley
  Gilbert, AZ
• 09/2022 → 01/2023
  Red Mountain Weightloss
  Scottsdale, AZ
• 02/2020 → 09/2023
  Rocket Mortgage
  Phoenix, AZ
• 03/2019 → 11/2019
  European Wax Center
  Sacramento, CA
• 02/2018 → 03/2019
  Outback Steakhouse
  Vacaville, CA
• 09/2017 → 02/2018
  Ulta Beauty
  Vacaville, CA
• 05/2017 → 11/2017
  Chipotle Mexican Grill
  Vacaville, CA
• 02/2016 → 05/2017
  Mr. Pickles Sandwich Shop
  Vacaville, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-04-30

Other Names

• Savannah J Castellanos