Arturo F Karakowsky

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

• 11/2007 → Present
  Citigroup Global Markets Inc
  Houston, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-01-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX

Other Businesses

1. ADK Assets, LLC; Investment related - Yes; Real Estate; Private Company (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 1; After business hours: 3; LLC created by my wife and me in order to invest in Real Estate *426307 - Homrun Group; Investment related No; Hawthorne, NY; Connecting Companies in Israel to Companies in USA; Board Member (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 2; Referrals. *435804- The Irvin M Shlenker School; Investment related-No; Houston, Texas; Children/Youth, Education; Board Member, Finance Committee, Treasurer of the board, Member of the Fundraising Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 2; After business hours: 8; Administrative, Strategic and general direction

Exams

• S66 Uniform Combined State Law Examination
  2008-01-23