Isabella E Anichini

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

• 02/2024 → Present
  Morgan Stanley
  Chicago, IL
• 06/2022 → 02/2024
  The Mather Group, Llc
  Chicago, IL
• 05/2021 → 08/2021
  The Mather Group, Llc
  Chicago, IL
• 05/2020 → 08/2020
  All State Insurance
  Volo, IL
• 10/2018 → 05/2022
  Fridge & Pantry
  Oxford, OH
• 08/2018 → 05/2022
  Miami University
  Oxford, OH
• 08/2014 → 06/2018
  Carmel Catholic Highscholl
  Mundelein, IL
• 09/2020 → Present
  Culver's Of Addison
  Addison, IL

Other Businesses

*585155 - Culvers of Addison; Investment related-No; Addison, Illinois; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 100; Sales/Marketing, Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23