Ashley Randt Kneisly

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

• 09/2006 → Present
  Citigroup Global Markets Inc.
  Dallas, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-11-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Houston, TX
  Dallas, TX

Other Businesses

1. Little Laxers LLC; Investment related; Teaching little kids how to play lacrosse; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 2; Administrator 2. *441934 - Trust; Investment related Yes; houston, Texas; Trust Trustee/Co-Trustee; 06/2021; During business hours: 0; After business hours: 0 3. *441928- Trust; Investment related Yes; houston, Texas; Trust Trustee/Co-Trustee; 06/2021; During business hours: 0; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-21
• S63 Uniform Securities Agent State Law Examination
  2008-04-18

Other Names

• Ashley Thorp Randt