Casey S Kriedman

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

• 11/2014 → 05/2021
  Ubs Financial Services Inc.
  New York, NY
• 05/2021 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 05/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-11-26 → 2021-05-18
  Ubs Financial Services Inc.
  New York, NY
  Greenwich, CT
• 2004-10-04 → 2007-03-21
  Lenox Advisors, Inc.
  New York, NY
• 2003-07-01 → 2004-08-12
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2002-06-05 → 2003-07-01
  Prudential Equity Group, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-11
• S63 Uniform Securities Agent State Law Examination
  2001-10-15

Designations

• Certified Financial Planner

Other Names

• Casey Kriedman
• Casey Sarah Kriedman