Donald Froehlich Kohler

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

• 08/2009 → Present
  Morgan Stanley
  Louisville, KY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. Peadontaine Properties LLC; Investment related; Raleigh, NC; Real Estate; LLC member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 1 *372443-Spring Farm Glen Community Association, Inc.; Investment related-No; Louisville, KY; Private Company; Officer/director (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 0; After business hours: 1 *416497 - Trust; Investment related Yes; Prospect, KY; Nov 2020; During business hours: 1; After business hours: 4. * 416500 -Trust; Investment related Yes; Prospect, KY; Nov 2020; During business hours: 1; After business hours: 4. * 414174 - Estate; Investment related Yes; Prospect, KY; Dec 2020; During business hours: 2; After business hours: 8. * 428323 - Estate; Investment related Yes; Louisville, KY; March 2021; During business hours: 1; After business hours: 4. *540005- Trust; Investment related-Yes; louisville, Kentucky; 01/2023; During business hours: 0; After business hours: 1 *540016- Trust; Investment related-Yes; prospect, Kentucky;01/2023; During business hours: 0; After business hours: 1 *540020- Trust; Investment related-Yes; prospect, Kentucky; 01/2023; During business hours: 0; After business hours: 1 *540025- Trust; Investment related-Yes; prospect, Kentucky; 01/2023; During business hours: 0; After business hours: 1 *540027- Trust; Investment related-Yes; prospect, Kentucky; 01/2023; During business hours: 0; After business hours: 1 *540029- Trust ; Investment related-Yes; prospect, Kentucky; 01/2023; During business hours: 0; After business hours: 1 *540023 - Trust; Investment related: Yes; Prospect, Kentucky; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 0; After business hours: 1; *540018 - Trust; Investment related: Yes; Prospect, Kentucky; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 0; After business hours: 1; *540030- Trust; Investment related: Yes; prospect, Kentucky; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 0; After business hours: 1; *543292- Trust; Investment related-Yes; prospect, Kentucky; 02/2023; During business hours: 1; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2009-11-19
• S63 Uniform Securities Agent State Law Examination
  2009-07-06

Other Names

• Donald Froehlich Kohler Jr