Michael Edward Sakach

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

• 03/2016 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 03/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-10-05 → 2016-04-11
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. FRANKLIN-LAKE CAPITAL ADVISORS 227 W MONROE ST CHICAGO ILLINOIS 60606 USA PARTNERSHIP/NON-SECURITIES-RELATED;MEMBER;;NON WORKING HOURS; 2. SISTERS OF THE HOLY FAMILY NAZARETH, INVESTMENT COMMITTEE; START DATE: 03/2013; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED; DES PLAINES, IL 3. ST. PETRONILLE LIFE FUND, INVESTMENT COMMITTEE; GLEN ELLYN, IL; INVESTMENT RELATED; NO HOURS DURING BUSINESS; START DATE: 10/1999 4.*383160 - John Sakach Company; Investment Related - No; Granite City, IL; Wholesale/Distribution; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jan 2010; During Business Hours: 0.2; After Business Hours: 1.8; Administrative. 5. *390131 - Trust; Investment related Yes; Glen Ellyn, Illinois; 10/2019; Trustee/Co-Trustee; During business hours: 1; After business hours: 0 6. *542741 - POA; Investment related: Yes; Glen Ellyn, Illinois; 03/2023; During business hours: 1; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2007-10-04