Best Investors Account Sign in

Gavin W Kirby

Morgan Stanley

Santa Barbara, CA

CRD 6617371

Claim This Profile
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 2021-07-26
CA RA APPROVED 2021-04-28
  • TX RA
    APPROVED_RES
    Since 2021-07-26
  • CA RA
    APPROVED
    Since 2021-04-28

Branch Locations

1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • 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
Raymond James & Associates Saint Petersburg FL 02/2016 04/2021
Morgan Stanley Santa Barbara CA 04/2021 Present
Morgan Stanley Private Bank, N.A New York NY 04/2021 Present
  • 02/2016 → 04/2021
    Raymond James & Associates
    Saint Petersburg, FL
  • 04/2021 → Present
    Morgan Stanley
    Santa Barbara, CA
  • 04/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
  • S66 Uniform Combined State Law Examination
    2019-02-19
Other Names
  • Gavin William Kirby

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA

More in Santa Barbara, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor