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Mark R Horcher

Morgan Stanley

Chicago, IL

CRD 7861806

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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 2024-09-13
IL RA APPROVED 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-13
  • IL RA
    APPROVED
    Since 2024-09-05

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
Morgan Stanley Chicago IL 02/2024 Present
X Golf Coralville Coralville IA 11/2023 12/2023
University Of Iowa Iowa City IA 08/2019 12/2023
Bo James Iowa City IA 06/2021 06/2023
Marion School District Marion IA 08/2013 05/2019
  • 02/2024 → Present
    Morgan Stanley
    Chicago, IL
  • 11/2023 → 12/2023
    X Golf Coralville
    Coralville, IA
  • 08/2019 → 12/2023
    University Of Iowa
    Iowa City, IA
  • 06/2021 → 06/2023
    Bo James
    Iowa City, IA
  • 08/2013 → 05/2019
    Marion School District
    Marion, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2024-09-04

View on SEC IAPD

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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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