Kristi Sophia Fujimoto

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
  Los Angeles, CA
• 05/2017 → 08/2017
  Aids Emergency Fund
  San Francisco, CA
• 05/2017 → 08/2017
  The Mosaic Project
  Oakland, CA
• 08/2014 → 05/2018
  Occidental College
  Los Angeles, CA

Other Businesses

*567486- Alpha Lambda Phi Alpha Alumni Board; Investment related: No; Los Angeles, California; Sorority Society; Board Member, Assistant Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 8; Accounting/Bookkeeping, Business Development/Growth, Administrative, Control over Non-Securities Accounts (Cash account)

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11

Other Names

• Kristi Fujimoto