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Kathryn Logue Shoaf

Morgan Stanley

State College, PA

CRD 6588282

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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 2023-05-31
PA RA APPROVED 2023-05-16
  • TX RA
    APPROVED
    Since 2023-05-31
  • PA RA
    APPROVED
    Since 2023-05-16

Branch Locations

720 South Atherton Street, State College, PA 16801 • 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 State College PA 12/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2023-05-15
Other Names
  • Kathryn Logue Finkenbinder

View on SEC IAPD

Nearby Firms

VICUS CAPITAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NESTLERODE & LOY, INC.

Nearby Investors

Jeffrey Malcolm Weatherford
DOREEN LEONA KOLENO
BENJAMIN WESTPHAL PAYNE

Nearby Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA

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