Nicolette M Orlando

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

• 07/2023 → Present
  Morgan Stanley
  Chicago, IL
• 07/2022 → 07/2023
  Zacks Investment Research
  Chicago, IL
• 01/2021 → 05/2023
  Loyola University Chicago
  Chicago, IL
• 09/2021 → 05/2023
  Loyola University Chicago
  Chicago, IL
• 04/2017 → 08/2021
  Chicago White Sox
  Chicago, IL
• 08/2015 → 05/2019
  De La Salle Institute
  Chicago, IL
• 08/2019 → 05/2023
  Loyola University Chicago
  Chicago, IL

Other Businesses

*571228 - Stix n Brix Pizza; Investment related-No; Chicago, Illinois; Restaurant/Bar/Nightclub; Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 4; Helping with dishes, cleaning up, running food to customers

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30