Julie Anna Kandel-Pogue

Williamsburg, VA

CRD 2777300

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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

Authority	Category	Status	Date
VA	RA	APPROVED	2025-05-29
TX	RA	APPROVED	2019-01-23
FL	RA	APPROVED	2017-04-03

VA RA
APPROVED

Since 2025-05-29
TX RA
APPROVED

Since 2019-01-23
FL RA
APPROVED

Since 2017-04-03

Branch Locations

Williamsburg, VA • United States

850 South Palafox Street Suite 200, Pensacola, FL 32502 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Pensacola	FL	12/2016	Present
Unemployed	Navarre	FL	07/2016	12/2016
Morgan Stanley Private Bank, N.A.	New York	NY	01/2017	Present

12/2016 → Present

Morgan Stanley Smith Barney Llc

Pensacola, FL
07/2016 → 12/2016

Unemployed

Navarre, FL
01/2017 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-31
S63	Uniform Securities Agent State Law Examination	2010-05-17

S66 Uniform Combined State Law Examination

2017-03-31
S63 Uniform Securities Agent State Law Examination

2010-05-17

Other Names

Julie A Kandel
Julianna Kandel
Julie A Rayborn
Julie Anna Rayborn
Julie Anna Kandel

View on SEC IAPD

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