Katia Kay Grasman

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

Previous Registrations

• 2007-06-01 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

Business Name: Wainscott Property Investment Related: No Business Address (City, State): Wainscott, NY Nature of the Business: seasonal property rental Relationship/Position/Title: Property Owner Start Date: 07/2016 Time Spent During Business Hours: 0 Time : 0 Description: This is our second home which we might rent for a few weeks during the summer.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-31

Other Names

• Kay Grasman
• Khadija Grasman
• Khadija Kay Grasman