Katherine E Dean

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

• 04/2016 → 01/2018
  Pnc Investments
  Cleveland, OH
• 01/2018 → 03/2019
  Pnc Investments
  Cleveland, OH
• 04/2019 → 07/2021
  Pnc Investments
  Pittsburgh, PA
• 07/2021 → Present
  Morgan Stanley
  Mentor, OH
• 05/2023 → Present
  Morgan Stanley Services Group Inc.
  Mentor, OH

Previous Registrations

• 2016-07-19 → 2021-07-19
  Pnc Wealth Management Llc
  Cleveland, OH
  Cleveland, OH

Other Businesses

*448590- Katie Beth Designs, LLC; Investment Related - Yes; Mentor, OH; Seamstress; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Mar 2021; During Business Hours: 0; After Business Hours: 15; Sales/Marketing, Labor/Service, Customer Service, Business Development/Growth.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-18

Other Names

• Katherine Elizabeth Dean
• Kate Dean