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Kiana Rae Molitor

Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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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

10 years in the industry.

  1. Morgan Stanley Private Bank, N.AMar 2022 to now
  2. Morgan StanleyJan 2022 to now
  3. Morgan Stanley Smith Barney LLCJan 2022 to now
  4. Bank of America, N.A.Aug 2019 to Jan 2022
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jan 2022
  6. UnemployedMay 2019 to Jun 2019
  7. University of RedlandsJan 2019 to May 2019
  8. Nbc UniversalSep 2018 to Dec 2018
  9. The Capital GroupJun 2018 to Aug 2018
  10. Ies AbroadJan 2018 to May 2018
  11. EsriSep 2017 to Jan 2018
  12. We Love SpainJul 2017 to Aug 2017
  13. University of RedlandsJan 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

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
6968168
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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