Kevin L Cunane

CRD 6660147

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

Authority	Category	Status	Date
NY	RA	APPROVED	2024-09-10
TX	RA	APPROVED	2024-09-10

NY RA
APPROVED

Since 2024-09-10
TX RA
APPROVED

Since 2024-09-10

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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

Organization	City	State	From	To
Citigroup	New York	NY	06/2016	12/2021
Ubs Financial Services Inc.	New York	NY	12/2021	09/2024
Morgan Stanley Smith Barney Llc	New York	NY	09/2024	Present
Morgan Stanley Private Bank, N.A	New York	NY	10/2024	Present

06/2016 → 12/2021

Citigroup

New York, NY
12/2021 → 09/2024

Ubs Financial Services Inc.

New York, NY
09/2024 → Present

Morgan Stanley Smith Barney Llc

New York, NY
10/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2023-10-05 → 2024-09-26

Ubs Financial Services Inc.

Paramus, NJ

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-09-11

S63 Uniform Securities Agent State Law Examination

2016-09-11

Designations

Chartered Financial Analyst

Other Names

Kevin Cunane

View on SEC IAPD

More in New York, NY

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor