Best Investors Account Sign in

Chloe M Mckenna

Morgan Stanley

Santa Barbara, CA

Oakland, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-01
CA RA APPROVED 2023-10-23
  • TX RA
    APPROVED
    Since 2023-12-01
  • CA RA
    APPROVED
    Since 2023-10-23

Branch Locations

1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • United States

1999 Harrison Street Suite 2200, Oakland, CA 94612 • 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 Oakland CA 08/2023 Present
Morgan Stanley Oakland CA 05/2021 08/2021
Morgan Stanley Oakland CA 06/2022 08/2022
University Of Colorado Boulder Boulder CO 08/2019 05/2023
San Ramon Valley High School Danville CA 08/2015 06/2019
Morgan Stanley Private Bank, N.A New York NY 10/2023 Present
  • 08/2023 → Present
    Morgan Stanley
    Oakland, CA
  • 05/2021 → 08/2021
    Morgan Stanley
    Oakland, CA
  • 06/2022 → 08/2022
    Morgan Stanley
    Oakland, CA
  • 08/2019 → 05/2023
    University Of Colorado Boulder
    Boulder, CO
  • 08/2015 → 06/2019
    San Ramon Valley High School
    Danville, CA
  • 10/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2023-10-23

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
KINGSWOOD WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA
PLANMEMBER SECURITIES CORPORATION · SANTA BARBARA, CA

More in Santa Barbara, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor