Kristin P Hundley

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 Smith Barney
  San Gabriel, CA
• 05/2022 → Present
  Morgan Stanley Services Group, Inc.
  San Gabriel, CA

Previous Registrations

• 2007-07-04 → 2009-08-26
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

*568853 - Self Employed; Investment related: No; San Gabriel, California; Notary Signing Agent; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 10; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2007-07-03

Other Names

• Kristin Patricia Delgado
• Kristin Hundley
• Kristin P Hundley