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Jill Stych

28 Years of Experience
Milwaukee, WI
Broker

Jill Stych is a registered investment advisor at Morgan Stanley, based in Milwaukee, WI, 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

411 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jill is the sole proprietor/owner of Northern Lights Real Estate, LLC (real estate) and The Tinners Shoppe, LLC (manufacturing) since 2017, spending minimal time outside business hours on each. She also owns Trinity Heating & Air Conditioning, LLC (HVAC) since 2016, spending minimal time outside business hours on accounting/bookkeeping and fund disbursement.

Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
May 2009 - July 2020 · 11 yrs 2 mos
UBS Financial Services INC.Broker
February 2009 - July 2020 · 11 yrs 5 mos
Citigroup Global Markets INC.Broker
September 2001 - February 2009 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 1998 - September 2001 · 3 yrs 8 mos
State Registrations20 states
AZCACODEFLGAIAILMAMIMNMTNCNMNYOHPATNTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jill Stych - Financial Advisor | TrueAdvisor