Kevin P Bryan

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

• 07/2014 → 07/2024
  J.P.MOrgan Securities Llc
  New York, NY
• 07/2014 → 07/2024
  Jpmorgan Chase Bank. N.A.
  New York, NY
• 07/2024 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach, Fl, FL
• 08/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2024-02-29 → 2024-07-31
  J.P. Morgan Securities Llc
  Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-14
• S63 Uniform Securities Agent State Law Examination
  2014-09-23

Designations

• Chartered Financial Analyst

Other Names

• Kevin Patrick Bryan