G Richard Callaway

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

• 06/2009 → Present
  Morgan Stanley
  Indianapolis, IN
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Indianapolis, IN
• 1998-12-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

Personal Trust, Cicero, IN; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2017; During business hours: 1; After business hours: 2; Manage investments of trust, make distributions, hire accountants & legal assistance *377267 - Estate; Investment related Yes; Cicero IN; Estate; Representative; Aug 2019; During business hours: Ni;; After business hours: 2

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-03

Other Names

• George Richard Callaway
• Richard Callaway
• Dick Callaway