Beth Sara Kressman

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

• 04/2014 → Present
  Morgan Stanley Smith Barney
  Naples, FL
• 02/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-04-26 → 2014-04-17
  Ubs Financial Services Inc.
  Hunt Valley, MD

Other Businesses

*617288 - Paco Finds Her Forever Home LLC; Investment Related - No; Naples, Florida; Art/Culture; Sole member of LLC (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 5; Fundraising, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2013-04-25
• S63 Uniform Securities Agent State Law Examination
  2002-08-09

Other Names

• Kessler
• Beth Sara Richer
• Beth Sara Kressman
• Beth Sara Richer
• Beth Sara Lader