Nicholas A Kennedy

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

• 08/2021 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2021 → 08/2021
  Walk-On Holdings
  Boulder, CO
• 06/2020 → 08/2020
  Coleman Research
  New York, NY
• 06/2019 → 07/2019
  Morgan Stanley
  New York, NY
• 06/2018 → 08/2018
  Great Harbor Yacht Club
  Nantucket, MA
• 06/2017 → 08/2017
  Great Harbor Yacht Club
  Nantucket, MA
• 08/2013 → 05/2017
  Taft School
  Watertown, CT
• 08/2017 → 12/2020
  University Of Colorado - Boulder
  Boulder, CO
• 05/2019 → 01/2020
  University Of Colorado Student Government
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-05-18

Other Names

• Nicholas Alexander Kennedy