Kayla J Carpenter

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

• 10/2021 → Present
  Morgan Stanley
  New York, NY
• 08/2017 → 05/2021
  Radey Law Firm
  Tallahassee, FL
• 05/2019 → 08/2019
  National Alliance On Mental Illness Tallahassee
  Tallahassee, FL
• 05/2019 → 08/2019
  Red Hills Motion Picture Releasing Co.
  Tallahassee, FL
• 08/2019 → 12/2019
  Florida State University Veterans Film Festival
  Tallahassee, FL
• 07/2017 → 08/2017
  Hollister
  Sarasota, FL
• 06/2016 → 07/2017
  Florida State University
  Tallahassee, FL
• 05/2021 → 10/2021
  Unemployed
  New York, NY

Other Businesses

*625338- Etsy; Investment Related - No; New York, New York; Retail/Online Stores; Employee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 8; Sales/Marketing, Business Development/Growth, Accounting/Bookkeeping, Customer Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2021-11-12