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Monika Kotowski

Morgan Stanley

Scottsdale, AZ

CRD 6082395

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-11
AZ RA APPROVED 2017-04-17
  • TX RA
    APPROVED_RES
    Since 2020-03-11
  • AZ RA
    APPROVED
    Since 2017-04-17

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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 Phoenix AZ 06/2012 Present
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 06/2012 → Present
    Morgan Stanley
    Phoenix, AZ
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

SONORAN SUNSET PROPERTIES LLC, OWNER; START DATE: 11/2008; SCOTTSDALE, AZ; FORMERLY HELD A RENTAL PROPERTY; INVESTMENT RELATED;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-17
  • S66 Uniform Combined State Law Examination
    2017-04-17

View on SEC IAPD

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