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Kayla Mckee

Morgan Stanley

Tampa, FL

Tampa, FL

CRD 7070909

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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
TX RA APPROVED 2020-07-21
FL RA APPROVED 2020-07-20
  • TX RA
    APPROVED
    Since 2020-07-21
  • FL RA
    APPROVED
    Since 2020-07-20

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

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
Morgan Stanley Tampa FL 04/2020 Present
University Of Tampa Tampa FL 08/2016 12/2019
Ole Style Deli Tampa FL 02/2020 03/2020
E*Trade Securities Llc Temple Terrace FL 10/2022 09/2023
  • 04/2020 → Present
    Tampa, FL
  • 08/2016 → 12/2019
    University Of Tampa
    Tampa, FL
  • 02/2020 → 03/2020
    Ole Style Deli
    Tampa, FL
  • 10/2022 → 09/2023
    E*Trade Securities Llc
    Temple Terrace, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-17
  • S66 Uniform Combined State Law Examination
    2020-07-17

View on SEC IAPD

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