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Aerin Kalmans

Morgan Stanley

New York, NY

Purchase, NY

CRD 7384790

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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 2024-09-24
  • NY RA
    APPROVED
    Since 2024-09-24

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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
New York Life Investments New York NY 08/2022 08/2024
University Of Richmond Richmond VA 08/2021 05/2023
Oxford House Inn Fryeburg ME 05/2023 07/2023
Forest Acres Camp Fryeburg ME 06/2019 08/2019
Forest Acres Camp Fryeburg ME 06/2018 08/2018
Student Bellaire TX 10/2013 08/2021
Morgan Stanley New York NY 09/2024 Present
  • 08/2022 → 08/2024
    New York Life Investments
    New York, NY
  • 08/2021 → 05/2023
    University Of Richmond
    Richmond, VA
  • 05/2023 → 07/2023
    Oxford House Inn
    Fryeburg, ME
  • 06/2019 → 08/2019
    Forest Acres Camp
    Fryeburg, ME
  • 06/2018 → 08/2018
    Forest Acres Camp
    Fryeburg, ME
  • 10/2013 → 08/2021
    Student
    Bellaire, TX
  • 09/2024 → Present
    Morgan Stanley
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2024-08-14

View on SEC IAPD

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