Kirsten Erin Kinnan

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
TX	RA	APPROVED	2020-04-21
WA	RA	APPROVED	2018-10-29

TX RA
APPROVED

Since 2020-04-21
WA RA
APPROVED

Since 2018-10-29

Branch Locations

601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • 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
Unemployed	Larkspur	CA	04/2016	09/2016
J.P. Morgan Institutional Investments Inc.	New York	NY	10/2016	09/2018
J.P. Morgan Investment Holdings Llc	Larkspur	CA	10/2016	09/2018
Morgan Stanley	Seattle	WA	10/2018	Present
Morgan Stanley Private Bank, N.A.	New York	NY	10/2018	Present

04/2016 → 09/2016

Unemployed

Larkspur, CA
10/2016 → 09/2018

J.P. Morgan Institutional Investments Inc.

New York, NY
10/2016 → 09/2018

J.P. Morgan Investment Holdings Llc

Larkspur, CA
10/2018 → Present

Morgan Stanley

Seattle, WA
10/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2015-06-03 → 2016-04-25

Blackrock Investment Management, Llc

New York, NY

Princeton, NJ
1999-06-04 → 2002-09-06

Morgan Stanley Dw Inc.

Oakland, CA

Other Businesses

* 428084 - Power of Attorney; Investment related Yes; Seattle, WA; Jan 2026; During business hours: 0; After business hours: 4. * 428088 - Power of Attorney; Investment related Yes; Seattle, WA; Jan 2026; During business hours: 0; After business hours: 4.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-04
S65	Uniform Investment Adviser Law Examination	1998-06-22
S63	Uniform Securities Agent State Law Examination	1998-05-20

S66 Uniform Combined State Law Examination

2015-09-04
S65 Uniform Investment Adviser Law Examination

1998-06-22
S63 Uniform Securities Agent State Law Examination

1998-05-20

Designations

Certified Financial Planner

Other Names

Kirsten Erin Hartka
Kirsten Erin Hartka
Kirsten E Kinnan
Kirsten Erin Kinnan

View on SEC IAPD