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Sarah Marlise Kasun

Morgan Stanley

New York, NY

CRD 7243761

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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
NY RA APPROVED 2021-04-27
TX RA APPROVED 2020-12-17
CT RA APPROVED 2020-11-16
  • NY RA
    APPROVED
    Since 2021-04-27
  • TX RA
    APPROVED
    Since 2020-12-17
  • CT RA
    APPROVED
    Since 2020-11-16

Branch Locations

55 East 52Nd Street 28Th 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
OrganizationCityStateFromTo
Morgan Stanley New York NY 04/2020 Present
Lululemon New York NY 02/2020 04/2020
Lululemon Towson MD 06/2018 02/2020
Money Map Press Baltimore MD 09/2017 05/2018
Durham University Durham 09/2016 06/2017
Chesapeake Beverage Baltimore MD 07/2016 09/2016
Corepower Yoga Baltimore MD 06/2018 12/2019
  • 04/2020 → Present
    Morgan Stanley
    New York, NY
  • 02/2020 → 04/2020
    Lululemon
    New York, NY
  • 06/2018 → 02/2020
    Lululemon
    Towson, MD
  • 09/2017 → 05/2018
    Money Map Press
    Baltimore, MD
  • 09/2016 → 06/2017
    Durham University
    Durham
  • 07/2016 → 09/2016
    Chesapeake Beverage
    Baltimore, MD
  • 06/2018 → 12/2019
    Corepower Yoga
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-16
  • S66 Uniform Combined State Law Examination
    2020-11-16

View on SEC IAPD

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