Kendall Van Winkle

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

• 02/2020 → 02/2022
  Nylife Securities Llc
  New York, NY
• 04/2019 → 02/2022
  New York Life Insurance Co
  New York, NY
• 08/2016 → 03/2019
  Third Bridge Group Limited
  New York, NY
• 02/2022 → 12/2022
  Fidelity Investments
  New York, NY
• 12/2022 → 12/2024
  Fidelity Investments
  Jersey City, NJ
• 01/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2022-05-10 → 2022-12-03
  Fidelity Personal And Workplace Advisors
  New York City, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-24

Other Names

• Kendall Grace Van Winkle
• Kendall Vanwinkle
• Kendall Van Winkle