PE
PE

Preston Evans

1 Year of Experience
Chicago, IL
BrokerSells Insurance

Preston Evans is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 1 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 9200, Pwm, Chicago, IL, 60606

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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 ActivitiesSells Insurance

Preston receives trails off of insurance products he sold while with Savage & Associates. He no longer has contact with the clients and they are serviced by someone else.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 5 mos
Morgan StanleyBroker
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Osaic Wealth, INC.
September 2024 - November 2024 · 2 mos
Osaic Wealth, INC.Broker
April 2024 - November 2024 · 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.