William Blair & Company
47yrs
Top advisor by experience in Illinois
35yrs
Based in Chicago, Illinois, John Engels is a fiduciary financial advisor with 35 years of industry experience. John joined Morgan Stanley in 2009, after seven years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in Chicago
Office233 S Wacker Dr. Suite 8600, Chicago, IL 60606
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact John
233 S Wacker Dr. Suite 8600Chicago, IL 60606Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About John
How do I contact John?
Call Morgan Stanley at (914) 225-5510 and ask for John Engels. John works from the Chicago, IL office.
How long has John been a financial advisor?
John has been in the industry since 1991, about 35 years. Top 7% by experience in Chicago.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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