Kristin Laub Bohonnon
Investment adviser representative at Morgan Stanley
13 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Kristin Laub Bohonnon? Claim your profile
Contact this firm
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
13 years in the industry.
- Morgan StanleyMay 2026 to now
- Bank of America, N.A.Apr 2024 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to May 2026
- Morgan Stanley Private Bank, N.AApr 2020 to Jan 2024
- Morgan Stanley Smith Barney LLCDec 2019 to Jan 2024
- Factset Research SystemsJun 2017 to Dec 2019
- Elon UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6505886
- Firm CRD
- 149777