Chase O Ambrose
Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan Stanley Private Bank, N.ANov 2024 to now
- Morgan StanleyApr 2024 to now
- UnemployedNov 2023 to Apr 2024
- PNCAug 2022 to Nov 2023
- Northwestern MutualAug 2021 to Jul 2022
- UnemployedFeb 2020 to Aug 2021
- JPMorgan Chase Bank, N.A.Nov 2019 to Feb 2020
- UnemployedJun 2019 to Nov 2019
- Morgan StanleyJun 2018 to Jul 2018
- Texas State UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6937257
- Firm CRD
- 149777