CE
CE
Chad Essington is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
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Customer Dispute
April 2008Closed-No Action
Other Business Activities
Chad is a member of Idiot Wind LLC, formed in 2017 to invest in Heaven's Door Spirits, LLC. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2000 - June 2009 · 8 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2000 - June 2009 · 9 yrs
Dean Witter Reynolds INC.Broker
May 1998 - July 2000 · 2 yrs 2 mos
R a F Financial CorporationBroker
July 1997 - May 1998 · 10 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.