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Tyler William Parks

Morgan Stanley

Milwaukee, WI

Whitefish Bay, WI

CRD 6916288

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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
TX RA APPROVED 2020-03-18
WI RA APPROVED 2018-05-22
  • TX RA
    APPROVED
    Since 2020-03-18
  • WI RA
    APPROVED
    Since 2018-05-22

Branch Locations

411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States

Whitefish Bay, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Milwaukee WI 03/2018 Present
Third Bridge New York NY 07/2016 03/2018
Morgan Stanley Private Bank, N.A. New York NY 04/2018 Present
  • 03/2018 → Present
    Milwaukee, WI
  • 07/2016 → 03/2018
    Third Bridge
    New York, NY
  • 04/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-22
  • S66 Uniform Combined State Law Examination
    2018-05-22

View on SEC IAPD

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