Annette Estelle Kendall

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

• 04/2012 → 06/2023
  First Republic Bank
  Portland, OR
• 04/2016 → 06/2023
  First Republic Securities Company, Llc
  Portalnd, OR
• 07/2023 → Present
  Morgan Stanley
  Portland, OR
• 07/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*564101- Willamette Falls Trust; Investment related -No; Oregon City, Oregon; Art/Culture, Civic/Community, Environmental, Land Preservation; Board Member: Board Secretary, Campaign Cabinet (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 1; After business hours: 3; Business Development/Growth: Fundraising: Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-09
• S63 Uniform Securities Agent State Law Examination
  2016-11-04

Other Names

• Annette Estelle Tanner