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Kaylie A Schur

Morgan Stanley

Chicago, IL

CRD 6918067

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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 2022-04-14
IL RA APPROVED 2022-03-29
  • TX RA
    APPROVED
    Since 2022-04-14
  • IL RA
    APPROVED
    Since 2022-03-29

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • 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
Hooters Of America Fairview Heights IL 07/2013 12/2021
Allsup Belleville IL 05/2016 08/2017
Gateway National Golf Links Madison IL 03/2016 10/2016
Td Ameritrade Saint Louis MO 03/2018 12/2021
Morgan Stanley Smith Barney Llc Chicago IL 01/2022 Present
Ballpark Village Saint Louis MO 07/2021 08/2021
  • 07/2013 → 12/2021
    Hooters Of America
    Fairview Heights, IL
  • 05/2016 → 08/2017
    Allsup
    Belleville, IL
  • 03/2016 → 10/2016
    Gateway National Golf Links
    Madison, IL
  • 03/2018 → 12/2021
    Td Ameritrade
    Saint Louis, MO
  • 01/2022 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 07/2021 → 08/2021
    Ballpark Village
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-29
S63 Uniform Securities Agent State Law Examination 2018-05-30
  • S66 Uniform Combined State Law Examination
    2022-03-29
  • S63 Uniform Securities Agent State Law Examination
    2018-05-30
Other Names
  • Kaylie Alexandra Schur

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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