Kathryn Mary Dubois

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

• 07/2018 → Present
  Morgan Stanley
  Westlake Village, CA
• 06/2018 → 06/2018
  Unemployed
  Valencia, CA
• 07/2017 → 05/2018
  Insight Global
  Los Angeles, CA
• 07/2016 → 06/2017
  Campus Reform
  Los Angeles, CA
• 09/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-09-20

Other Names

• Kathryn Mary Arnold