Katherine Jane Michaud

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

• 05/2021 → 06/2024
  Rbc Capital Markets, Llc
  Hunt Valley, MD
• 05/2020 → 08/2020
  Birdies Snack Shack
  Bethany Beach, DE
• 01/2018 → 03/2020
  Catholic University Center For Academic Success
  Washington, DC
• 08/2019 → 03/2020
  Basilica National Shrine Of The Immaculate Conception
  Washington, DC
• 09/2016 → 05/2021
  The Catholic University Of America
  Washington, DC
• 08/2016 → 09/2016
  Graul's Market
  Baltimore, MD
• 06/2024 → Present
  Morgan Stanley
  Baltimore, MD

Previous Registrations

• 2023-10-06 → 2024-06-27
  Rbc Capital Markets, Llc
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06

Other Names

• Kate Michaud