Kimberly Dawn Garland

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

• 11/2007 → 05/2017
  Jefferies & Company, Inc.
  Atlanta, GA
• 05/2017 → Present
  Morgan Stanley
  Atlanta, GA

Other Businesses

1.180 Sheriff Tarpley, LLC; Investment related: Yes; Lavonia, GA; rental property; owner/director(proprietor, partner, officer, director, employee, trustee, agent); Jul 2005; During business hours: 0; After business hours: 0.5; paying expenses *376026 - Vacation Rental; Investment related; Mineral Bluff, GA; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-18
• S63 Uniform Securities Agent State Law Examination
  1998-06-30

Other Names

• Kimberly D Goins
• Kimberly Dawn Goins