Harold Milton Van Dyke

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 Smith Barney
  Long Beach, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-10-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Long Beach, CA
  Long Beach, CA
• 1999-05-07 → 2003-10-07
  Morgan Stanley Dw Inc.
  Long Beach, CA

Other Businesses

1. 3430 AIRPORT LLC; LONG BEACH, CA; FAMILY PROPERTY; RENTAL, SINGLE PROPERTY IN LLC; OWNERSHIP INTEREST AND GENERAL PARTNER; 12/2013** 2) THE CHILDREN'S CLINIC; 06/2010; LONG BEACH, CA; BOARD PRESIDENT; 0 DURING BUSINESS HOURS; 6 AFTER BUSINESS HOURS; PROVIDE HEALTH CARE TO UNDERSERVED CHILDREN AND ADULTS IN THE COMMUNITY; 3. Texas Street LLC; Investment related: Yes; Bellingham WA ; Real Estate; general partner, trustee(proprietor, partner, officer, director, employee, trustee, agent); Aug 2017; During business hours: 0; After business hours: 5; This is a family LLC for commercial and rental property in the State of WA. My father was the GP and resigned as both the GP and as trustee of his trust. I am the successor to both. *640035- 2921 Redondo LLC; Investment related-Yes; Long Beach, California; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 1; Property Management.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-15
• S65 Uniform Investment Adviser Law Examination
  1999-02-15

Other Names

• Harold Milton Vandyke
• Harold Milton Van Dyke Ii