Carlos Jorge Kuri

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

• 01/2008 → Present
  Citigroup Global Markets
  Houston, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-01-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
• 2002-07-29 → 2008-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Other Businesses

1. CARLOS KURI INCORPORATED, PRESIDENT; INVEST RELATED; TEXTILES; START DATE: 11/2005; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 4; 2. BANIFF INTL INC, NOT BUSINESS RELATED, HOUSTON, TX STARTED 5/1/85, PRESIDENT DUTIES N/A O HRS DURING TRADING HRS O HRS OUTSIDE OF TRADING HRS. 3.2007 KATANIA LLC YES BUSINESS RELATED, HOUSTON TX, 7/1/07, PRESIDENT, RENT & TAX MATTERS, O HRS DURING TRADING HRS, 4 HRS OUTSIDE OF TRADING HRS. 4. OZONE INCORPORATED, OWNER; MARKETING OF PRIVATE LABELS GARMENTS; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; 5. YARNCO INC NOT BUSINESS RELATED, STARTED 12/1/83 PRESIDENT DUTIES N/A O HRS DURING TRADING HRS O HRS OUTSIDE OF TRADING HRS. 6.Piney Limited Partnership; Investment related: Yes; Private Placement; Partner(proprietor, partner, officer, director, employee, trustee, agent); Jan 2013; During business hours: 0; After business hours: 0.1; *608816 - Erika Blumenfeld Studio Lab, LLC; Investment Related - No; Houston, Texas; Art/Culture; Advisory Board(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 2; Help problem solve and offer guidance on art related projects as they arise. *629152 - Rental property; Investment Related - Yes; Houston, Texas; Real Estate; Owners (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 0; Other.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-15