Gregory Michael Kroencke

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 Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1999-09-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Houston, TX

Other Businesses

1.St. Thomas High School Foundation; Investment related: No; Houston, TX; high school scholarships and school support; foundation board member (proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 1; After business hours: 1; GK- foundation board member and investment committee member 2. *463704 - Rental Property; Investment related -Yes; Houston, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 1; After business hours: 0; Property Management *463757- Investment related -Yes; Hull, Illinois; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-08
• S63 Uniform Securities Agent State Law Examination
  1998-03-13