Kaitlin Stewart
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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.
- Morgan StanleyAug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Aug 2022
- The Vanguard Group, IncSep 2020 to Dec 2020
- UnemployedMay 2020 to Sep 2020
- Tiffany & Co.May 2019 to Aug 2019
- Universita BocconiAug 2018 to Dec 2018
- LululemonMay 2018 to Jan 2019
- Bloomingdale'sMay 2017 to Aug 2017
- Hometowne TelevisionMay 2017 to Aug 2017
- University of RichmondAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7293492
- Firm CRD
- 149777