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Katrina Valerie Montalvo

Morgan Stanley

New York, NY

Somerville, NJ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2017-04-26
NJ RA APPROVED 2017-04-25
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2017-04-26
  • NJ RA
    APPROVED
    Since 2017-04-25

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • United States

Somerville, NJ • 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
OrganizationCityStateFromTo
Raymond James & Associates Inc Morristown NJ 10/2013 04/2017
Morgan Stanley New York NY 04/2017 Present
Previous Registrations
  • 2013-10-30 → 2017-04-17
    Raymond James & Associates, Inc.
    Florham Park, NJ
    Goshen, NY
  • 2009-06-01 → 2013-10-29
    Morgan Stanley
    Morristown, NJ
    Morristown, NJ
    Warren, NJ
    Bedminster, NJ
    Fairfield, NJ
    Little Falls, NJ
  • 2008-11-13 → 2009-06-01
    Morgan Stanley & Co. Llc
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-10
  • S66 Uniform Combined State Law Examination
    2008-03-10
Other Names
  • Kat Samaniego
  • Katrina Valerie Samaniego

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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