Kaitlin A Bensel

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

• 05/2019 → 11/2019
  One Day In July Llc
  Burlington, VT
• 08/2017 → 05/2019
  Fairfield University
  Fairfield, CT
• 01/2016 → 06/2017
  Villanova University
  Villanova, PA
• 08/2014 → 12/2016
  Villanova University
  Villanova, PA
• 11/2019 → 12/2023
  One Day In July Llc
  Burlington, VT
• 01/2024 → Present
  Morgan Stanley
  Colchester, VT

Previous Registrations

• 2019-11-04 → 2023-12-22
  One Day In July Llc
  Burlington, VT

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-08
• S65 Uniform Investment Adviser Law Examination
  2019-10-24

Other Names

• Katie Muttitt
• Kaitlin Ann Muttitt
• Kaitlin Ann Bensel