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Kathleen C Breitmayer

Morgan Stanley

West Conshohocken, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-10
PA RA APPROVED 2016-03-03
  • TX RA
    APPROVED_RES
    Since 2021-11-10
  • PA RA
    APPROVED
    Since 2016-03-03

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley West Conshohocken PA 02/2016 Present
Morgan Stanley Private Bank, N.A New York NY 07/2026 Present
  • 02/2016 → Present
    Morgan Stanley
    West Conshohocken, PA
  • 07/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
S63 Uniform Securities Agent State Law Examination 2014-02-26
  • S66 Uniform Combined State Law Examination
    2016-01-12
  • S63 Uniform Securities Agent State Law Examination
    2014-02-26
Other Names
  • Kathleen Conklin
  • Kathleen Mary Conklin

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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