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Kirk Knudsen

Morgan Stanley

New Haven, CT

CRD 1838810

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner
Other Names
  • Kirk Knudsen
  • Kirk Louis Knudsen

View on SEC IAPD

Nearby Firms

KREITLER FINANCIAL LLC
STRATEGIC ADVISERS LLC
WASHINGTON TRUST ADVISORS

Nearby Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS

Nearby Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT

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