Ingrid Herrold Streich

CRD 2511789 · Morgan Stanley · Mclean, VA

IA RegisteredBroker

Also appears in the source record as: Ingrid Marie Herrold; Ingrid Streich

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 24Series 8SIESeries 31Series 7
Registered states (35): Alaska · Arizona · California · Colorado · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Montana · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wyoming
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (13)

From the source registration record · current first

Morgan StanleyCurrent
Mclean, VA · IA capacity

Apr 12, 2016 → present
Mid Atlantic Financial Management, Inc.
IA capacity

Sep 28, 2012 → Mar 29, 2016
Mid Atlantic Capital Corporation
BD capacity

Jul 23, 2012 → Mar 29, 2016
Washington Wealth Management
IA capacity

Aug 13, 2012 → Oct 3, 2012
Morgan Stanley Smith Barney
BD capacity

Jun 1, 2009 → Jul 26, 2012
Morgan Stanley Smith Barney LLC
IA capacity

Jun 1, 2009 → Jul 26, 2012
Citigroup Global Markets Inc.
BD capacity

Feb 21, 2006 → Jun 1, 2009
Citigroup Global Markets Inc.
IA capacity

Feb 21, 2006 → Jun 1, 2009
Legg Mason Wood Walker Inc
IA capacity

Jan 5, 2005 → Feb 21, 2006
Legg Mason Wood Walker, Incorporated
BD capacity

Jan 4, 2002 → Feb 21, 2006
Lockwood Financial Services, Inc.
BD capacity

Jul 6, 1998 → Dec 14, 2001
Pnc Brokerage Corp
BD capacity

Sep 3, 1997 → Jun 30, 1998
Smith Barney Inc.
BD capacity

Apr 3, 1997 → Sep 12, 1997

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2511789 ↗ FINRA BrokerCheck record for CRD 2511789 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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