Barbara Ann Mikulski

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Coral Springs, FL

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 2007-02-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Lauderdale, FL
• 2001-12-12 → 2007-02-27
  Citigroup Global Markets Inc.
  Ft. Lauderdale, FL
  Fort Lauderdale, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-11
• S63 Uniform Securities Agent State Law Examination
  1995-01-10

Other Names

• Barbara Ann Mikulski
• Barbara Ann Mikulski
• Barbara M Kantor
• Barbara Ann Kantor