
Chadi A. Sahyoun

My Mission Statement
With a deep understanding of market dynamics, and a wealth of supporting experts, and a platform second to none, I aim to provide innovative solutions that adapt to the unique needs of each individual, family and business entity that I serve.
My Story and Services
In my 17 years career as an investor and financial advisor, I have learned that true success is not merely measured by numbers, but by the lasting relationships we build along the way.
At Morgan Stanley, I put my clients at the heart of everything I do. My mission is to ensure that each client feels valued, understood, and empowered to achieve their financial goals. From the very beginning of my career, I recognized that financial advising is about more than just managing assets; it's about listening to clients' dreams and aspirations. I take the time to get to know individual, family and entity I work with, fostering a deep understanding of their unique needs and circumstances.
This personalized approach allows me to utilize my resources at Morgan Stanley to craft tailored strategies that resonate with their values and long-term objectives. At Morgan Stanley, I have access to vast resources that enhance my ability to serve my clients effectively. With the backing of a globally recognized leading institution, I can offer cutting-edge financial tools and insights that empower my clients to make informed decisions, whether it's retirement planning, investment management, or estate and tax strategies, I leverage these resources to provide the highest level of service and support.
My approach is rooted in a philosophy of partnership and collaboration. I work closely with my clients, guiding them through each step of their financial journey, I celebrate their successes and navigate challenges alongside them, always keeping their best interest at the forefront. Together, we create a roadmap that not only aims for financial success but also honors the legacy they wish to build for future generations.
As I reflect on my 17 years in this industry, I am grateful for the opportunities I have had to make a difference, and this passion will always drive my dedication and daily actions in putting my clients first and becoming their trusted partner.
- Retirement PlanningFootnote1
- 401(k) Rollovers
- Cash Management and Lending ProductsFootnote2
- Wealth ManagementFootnote3
- Institutional ServicesFootnote4
- Corporate Pension Plans
- Trust ServicesFootnote5
- Alternative InvestmentsFootnote6
- Structured ProductsFootnote7
- Professional Portfolio ManagementFootnote8
- Life InsuranceFootnote9
NMLS#: 2668898
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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