Kaitlin Stewart

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

• 09/2020 → 12/2020
  The Vanguard Group, Inc
  Malvern, PA
• 05/2017 → 08/2017
  Bloomingdale's
  Short Hills, NJ
• 05/2017 → 08/2017
  Hometowne Television
  Summit, NJ
• 05/2018 → 01/2019
  Lululemon
  Short Hills, NJ
• 05/2019 → 08/2019
  Tiffany & Co.
  Parsippany, NJ
• 08/2016 → 05/2020
  University Of Richmond
  Richmond, VA
• 08/2018 → 12/2018
  Universita Bocconi
  Milano
• 09/2017 → 12/2017
  University Of Richmond
  Richmond, VA
• 05/2020 → 09/2020
  Unemployed
  Summit, NJ
• 01/2021 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 08/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2021-07-17 → 2022-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-07-15
• S63 Uniform Securities Agent State Law Examination
  2020-10-22

Other Names

• Kaitlin Stewart
• Kaitlin Elizabeth Stewart