Chelsea Taylor Fosse

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

• 01/2015 → Present
  Red Robin
  Tempe, AZ
• 01/2018 → 07/2018
  Northwestern Mutual Investment Services Llc
  Phoenix, AZ
• 05/2017 → 09/2017
  Arvind Maddur
  Phoenix, AZ
• 08/2017 → 07/2018
  Ben Miller
  Phoenix, AZ
• 07/2018 → Present
  Morgan Stanley
  Chicago, IL

Other Businesses

*504662 : The Fireplace Inn ; Investment related : No ; Chicago ; Illinois ; Restaurant/Bar/Nightclub ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 20 ; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2018-10-13

Other Names

• Chelsea T Fosse