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Chalita Sitthisakuldej

Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered 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

14 years in the industry.

  1. Morgan StanleyAug 2025 to now
  2. Align HostJun 2025 to now
  3. Tata Designs LLCJun 2025 to now
  4. True Hospitality Group LLCFeb 2025 to now
  5. Tory Burch LLCNov 2021 to Jan 2022
  6. Nudi LLCDec 2019 to May 2022
  7. Capri Holdings Limited/michael KorsJun 2019 to Jul 2021
  8. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Jul 2025
  9. Bonsai RestaurantJun 2018 to Sep 2018
  10. Pad Thai KitchenOct 2017 to Dec 2019
  11. JP Morgan & Chase Co.Jan 2017 to May 2019
  12. So Kong Dong Tofu& BbqDec 2015 to Jan 2017
  13. L Brands, Inc./victoria's SecretApr 2012 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7126687
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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