Dolan Gregorich
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Dolan Gregorich? Claim your profile
Contact this firm
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
10 years in the industry.
- Morgan StanleyMar 2026 to now
- UnemployedNov 2025 to Mar 2026
- JPMorgan Chase Bank NAJul 2022 to Oct 2025
- JPMorgan Securities LLCJul 2022 to Oct 2025
- Tp IcapNov 2020 to Jul 2022
- UnemployedMay 2020 to Oct 2020
- Coastal Bridge AdvisorsJun 2019 to Jan 2020
- Keefe, Bruyette and WoodsJun 2018 to Jul 2018
- Trinity CollegeSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6977506
- Firm CRD
- 149777