Henry Owen Chol

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

Authority	Category	Status	Date
TX	RA	APPROVED	2014-02-07
LA	RA	APPROVED	2012-08-08

TX RA
APPROVED

Since 2014-02-07
LA RA
APPROVED

Since 2012-08-08

Branch Locations

1450 William Street 3Rd Floor, Lake Charles, LA 70601 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Lake Charles	LA	08/2012	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

08/2012 → Present

Morgan Stanley Smith Barney

Lake Charles, LA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1986-08-22 → 2012-08-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Charles, LA

Lake Charles, LA

Other Businesses

IMMACULATE CONCEPTION CATHEDRAL CHURCH, P. O. BOX 1029, LAKE CHARLES, LA. 70602, CATHOLIC CHURCH, PARISHIONER AND TRUSTEE, 27 YEARS, 1 HR MNTH, 0 DRNG TRDNG HRS, NOT INVST RLTD.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-06-20
S63	Uniform Securities Agent State Law Examination	1986-08-20

S65 Uniform Investment Adviser Law Examination

1996-06-20
S63 Uniform Securities Agent State Law Examination

1986-08-20

View on SEC IAPD