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Advisor Services

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Funds Used With Clients

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Firm Client types



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Employer Years Dates
Morgan Stanley Private Bank, National Association 1 year, 9 months Jan 2015 - Present
Morgan Stanley Smith Barney 7 years, 4 months Jun 2009 - Present
Morgan Stanley & Co. Incorporated 7 years, 7 months Mar 2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 13 years, 8 months Jul 1995 - Mar 2009
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Denis Poljak?
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Designations & Memberships

  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Feb 19, 2016
  • license status
  • disclosures
  • as of date
    Feb 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Morgan Stanley

Last updated on Sept. 9, 2016
    • $535.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
    • $342.7K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
  • Other
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