Kerry E Karangelen

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 → 01/2018
  Morgan Stanley
  New York, NY
• 01/2018 → Present
  Morgan Stanley
  New York, NY
• 08/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*639194 - Kavalo Lease; Investment Related - Yes; Bedford Corners, New York; Equestrian; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 2; It is my Equestrian LLC; I am the only member *678589-  ShopMy; Investment related-No; Worcester, Massachusetts; Fashion; None. Using app to link to equestrian gear (proprietor, partner, officer, director, employee, trustee, agent); 01/2028; During business hours: 0; After business hours: 1; No obligations at all

Exams

• S66 Uniform Combined State Law Examination
  2024-06-12
• S63 Uniform Securities Agent State Law Examination
  2023-05-19

Other Names

• Kerry Elizabeth Motelson
• Kerry Motelson
• Kerry Karangelen
• Kerry Elizabeth Karangelen