Kwadwo Opoku Adutwum

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

• 03/2017 → 10/2017
  Pruco Securities, Llc
  San Francisco, CA
• 07/2016 → 03/2017
  Unemployed
  San Leandro, CA
• 04/2017 → 10/2017
  The Prudential Insurance Company Of America
  San Francisco, CA
• 10/2017 → 11/2018
  Citigroup
  San Francisco, CA
• 11/2018 → 07/2022
  Bancwest Investment Services
  San Leandro, CA
• 11/2018 → 07/2022
  Bank Of The West
  San Leandro, CA
• 07/2022 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2018-11-06 → 2022-07-21
  Bancwest Investment Services, Inc.
  San Leandro, CA
  San Leandro, CA
  San Lorenzo, CA
  Hayward, CA
  Hayward, CA
  Oakland, CA
  El Cerrito, CA
  Castro Valley, CA
  Walnut Creek, CA
  Oakland, CA
• 2017-10-27 → 2018-11-28
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Westlake Village, CA
• 2017-06-02 → 2017-10-31
  Pruco Securities, Llc.
  Walnut Creek, CA
• 2016-01-08 → 2016-07-22
  Usaa Financial Planning Services
  San Francisco, CA
• 2013-04-03 → 2015-11-05
  J.P. Morgan Securities Llc
  San Jose, CA
  Oakland, CA
  San Leandro, CA
  San Lorenzo, CA
• 2008-02-25 → 2013-02-21
  Msi Financial Services, Inc.
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-07
• S63 Uniform Securities Agent State Law Examination
  2007-10-05

Other Names

• Kojo Adutwum
• Adutwum Opoku Kwadwo