Tate D Schilling

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

• 06/2026 → Present
  Morgan Stanley
  Gilbert, AZ
• 06/2024 → 08/2025
  Enterprise Mobility
  Saint Louis, MO
• 05/2023 → 08/2023
  Super Express Inc
  Saint Louis, MO
• 05/2020 → 08/2022
  Auto Spa Inc
  Oakville, MO
• 12/2021 → 01/2022
  Ups
  Belleville, IL
• 08/2025 → 06/2026
  Unemployed
  Waterloo, IL
• 08/2023 → 06/2024
  Unemployed
  Waterloo, IL
• 08/2022 → 05/2023
  Unemployed
  Waterloo, IL
• 06/2016 → 05/2020
  Unemployed
  Waterloo, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-14