Michael Dennis Kindt

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

• 05/2017 → Present
  Morgan Stanley
  Clearwater, FL
• 02/2014 → 05/2017
  Cbiz Mhm, Llc
  Clearwater, FL
• 08/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 1998-10-01 → 2014-12-31
  Mdr Transition, Llc

Other Businesses

1.Charity Works, Inc.; Investment related: No; Clearwater, FL; Organization provides charities opportunities to participate in bulk purchasing in order to reduce program and operating expenses; Board member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2003; During business hours: 1; After business hours: 0; Provide general financial advice as a board member, mostly regarding budgeting, etc. Board member only; no officer position. Board meeting one quarterly and advisory capacity in meantime. *353097 - Homeless Empowerment Program; Investment related-No; Clearwater, Florida; Civic/Community; Board Member, Finance Committee, Other Request be added as Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 1; After business hours: 1; Administrative. 4.Frank Winston Crum Insurance, Inc.; Investment related: No; underwriting P&C insurance policies; non-officer member of the board of directors (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 1; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2017-07-28
• S65 Uniform Investment Adviser Law Examination
  1998-08-26

Other Names

• Michael Kindt
• Michael Kindt