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Michael B Kislin

Morgan Stanley

Purchase, NY

CRD 2784360

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-01
TX RA APPROVED 2023-09-01
  • NY RA
    APPROVED
    Since 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Greenwich CT 10/2012 09/2023
Tbd Larchmont NY 09/2013 01/2023
Kislin Family Ventures, Llc. Larchmont NY 09/2016 Present
Morgan Stanley Smith Barney Llc Purchase NY 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 09/2023 Present
  • 10/2012 → 09/2023
    Greenwich, CT
  • 09/2013 → 01/2023
    Tbd
    Larchmont, NY
  • 09/2016 → Present
    Kislin Family Ventures, Llc.
    Larchmont, NY
  • 09/2023 → Present
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 09/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2012-10-01 → 2023-09-02
    Greenwich, CT
    Greenwich, CT
    Cos Cob, CT
    Old Greenwich, CT
    Greenwich, CT
    Greenwich, CT
    Greenwich, CT
    Riverside, CT
    Greenwich, CT
    Stamford, CT
    Stamford, CT
    Stamford, CT
    Riverside, CT
    Stamford, CT
  • 2012-08-13 → 2012-10-01
    Chase Investment Services Corp.
    Greenwich, CT
  • 2010-04-13 → 2012-08-08
    New York, NY
Other Businesses

KISLIN FAMILY VENTURES, LLC / OWNER / START 01-SEPTEMBER-2016 / LARCHMONT, NY / AERIAL PHOTOGRAPHY / NON-INVESTMENT RELATED / 2-3 HOURS DEDICATED PER MONTH (unless otherwise indicated) / 0 DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-12
S63 Uniform Securities Agent State Law Examination 1997-12-15
  • S66 Uniform Combined State Law Examination
    2010-04-12
  • S63 Uniform Securities Agent State Law Examination
    1997-12-15
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Michale Brent Kislin
  • Michael B Kislin
  • Michael Brent Kislin
  • Michael B Kislin
  • Michael Kislin

View on SEC IAPD

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