Mark Adrian Lange

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Richmond, VA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-01-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Richmond, VA
  Richmond, VA

Other Businesses

*370179 - 3329 Match Properties LLC; Investment related Yes; Richmond, VA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1 2. DUPLEX INVESTMENT PROPERTY; RICHMOND, VA; MANAGE THE PROPERTY; OWNER/PARTNER; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 10/2012 3. RENTAL PROPERTIES; OWNER; VA;1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 01/2010 4. RENTAL PROPERTY, OWNER; START DATE: 03/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; INVESTMENT RELATED; RICHMOND VA 5. RENTAL PROPERTY, OWNER; START DATE: 03/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; INVESTMENT RELATED; RICHMOND VA 6. rental property; Investment related; Richmond, VA; Property rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 0; Owner *376874 - Rental Property; Investment related Yes; Richmond, VA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 1; Landlord *477672- Willow Oaks Country Club; Investment related No; Richmond, Virginia; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 1; After business hours: 0; *516832 - 3908 Match Properties LLC; Investment related: Yes; Richmond, Virginia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 1; Rental Property Owner *67249 - Match Properties LLC; Investment related: Yes; Richmond; Virginia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-13
• S63 Uniform Securities Agent State Law Examination
  1999-07-22

Other Names

• Mark Lange