Karen Mcbryde Greer

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

• 06/2009 → Present
  Morgan Stanley
  Little Rock, AR
• 01/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Little Rock, AR
• 2005-12-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Little Rock, AR
• 1999-08-05 → 2005-12-07
  Stephens
  Little Rock, AR

Other Businesses

*557390- Etsy seller; Investment related- No; Little Rock, Arkansas; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 5; Sales/Marketing *658857 - Blitz Racing LLC; Investment related: No; Allen, Texas; Thoroughbred owners and racing; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 5; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-21
• S63 Uniform Securities Agent State Law Examination
  1997-12-16

Other Names

• Karen Leigh Mcbryde
• Karen Leigh Mcbryde