Ashley Duresa

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

• 06/2017 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 08/2015 → 05/2017
  Lake Forest College
  Lake Forest, IL
• 08/2016 → 12/2016
  Zekelman Industries
  Chicago, IL
• 01/2016 → 12/2016
  Lake Forest College Office Of Addmission
  Lake Forest, IL
• 05/2018 → Present
  Morgan Stanley
  Deerfield, IL

Previous Registrations

• 2017-10-25 → 2018-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

*573843- Amazon; Investment related: No; Seattle, Washington; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 4; Sales/Marketing *595350 - Beacons; Investment related: No; San Francisco, California; Retail/Online Stores; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 0; After business hours: 8; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2017-10-23

Other Names

• Ashley Wittert
• Ashley Rose Wittert