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Marietta Mackevich Hesdorffer

Morgan Stanley

Chicago, IL

Sarasota, FL

CRD 1163546

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-01-20
TX RA APPROVED_RES 2016-01-20
IL RA APPROVED 2009-06-01
  • FL RA
    APPROVED
    Since 2016-01-20
  • TX RA
    APPROVED_RES
    Since 2016-01-20
  • IL RA
    APPROVED
    Since 2009-06-01

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

Sarasota, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Chicago IL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
Morgan Stanley Smith Barney Llc Sarasota FL 01/2016 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2016 → Present
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
Previous Registrations
Other Businesses

1. *413885 - Trust; Investment related Yes; Deerfield, IL; October 2020 ; During business hours: 0; After business hours: 0. 2. *414566 - Trust; Investment related Yes; Deerfield, IL; October 2020 ; During business hours: 0; After business hours: 0. 3. *414568 - Trust; Investment related Yes; Deerfield, IL; October 2020 ; During business hours: 0; After business hours: 0. 4. *414569 - Trust; Investment related - No; Deerfield, Illinois; Successor Role; 01/2050; During business hours: 0; After business hours: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-14
S63 Uniform Securities Agent State Law Examination 1983-07-29
  • S65 Uniform Investment Adviser Law Examination
    1996-02-14
  • S63 Uniform Securities Agent State Law Examination
    1983-07-29
Other Names
  • Marietta Mackevich Hesdorffer
  • Marietta Mackevich

View on SEC IAPD

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