Kerstin E Gordon
Investment adviser representative at Morgan Stanley
15 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
15 years in the industry.
- Morgan Stanley Private Bank, N.AApr 2024 to now
- Morgan StanleyFeb 2024 to now
- Goldman SachsJul 2021 to Feb 2024
- VacationApr 2021 to Jun 2021
- Beacon Hill InstituteJan 2021 to Mar 2021
- Pace UniversitySep 2020 to Dec 2020
- JPMorgan Chase & Co.Jun 2020 to Aug 2020
- Pace UniversityApr 2020 to May 2020
- Auerbach GraysonSep 2019 to Mar 2020
- Pace UniversityAug 2017 to Sep 2019
- OgierAug 2017 to Aug 2017
- VacationJul 2017 to Aug 2017
- Cappricio Di MareMay 2017 to Jul 2017
- Cedar International SchoolJan 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7419762
- Firm CRD
- 149777