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Kirk Knudsen

Morgan Stanley

New Haven, CT

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-16
TX RA APPROVED 2026-06-16
  • CT RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED
    Since 2026-06-16

Branch Locations

545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. New Haven CT 02/2005 06/2026
Morgan Stanley Smith Barney Llc New Haven CT 06/2026 Present
Morgan Stanley Private Bank, N.A New York NY 08/2026 Present
  • 02/2005 → 06/2026
    Ubs Financial Services Inc.
    New Haven , CT
  • 06/2026 → Present
    Morgan Stanley Smith Barney Llc
    New Haven, CT
  • 08/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-20
S63 Uniform Securities Agent State Law Examination 1988-07-01
  • S65 Uniform Investment Adviser Law Examination
    1994-12-20
  • S63 Uniform Securities Agent State Law Examination
    1988-07-01
Designations
Other Names
  • Kirk Knudsen
  • Kirk Louis Knudsen

View on SEC IAPD

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Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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