Kayleigh Lavender

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

• 08/2018 → 06/2021
  Deutsche Bank Securites Inc.
  New York, NY
• 07/2017 → 06/2021
  Db Trust Company Americas
  New York, NY
• 08/2013 → 05/2017
  Cornell University
  Ithaca, NY
• 06/2021 → 07/2022
  J.P. Morgan Securities Llc
  New York, NC
• 06/2021 → 07/2022
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2017 → 06/2017
  Unemployed
  Ithaca, NY
• 07/2022 → 09/2024
  Atlantic-Pacific Capital, Inc
  New York, NY
• 09/2024 → 09/2025
  Rede Partners (Americas) Llc
  New York, NY
• 09/2025 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2021-10-08 → 2022-07-07
  J.P. Morgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-05
• S66 Uniform Combined State Law Examination
  2021-10-08
• S63 Uniform Securities Agent State Law Examination
  2019-04-26

Other Names

• Kayleigh Lavender
• Kayleigh Ann Lavender