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Kimberly Greenberg

Morgan Stanley

New York, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-01-14
NY RA APPROVED 2022-01-14
TX RA APPROVED 2022-01-14
  • CT RA
    APPROVED
    Since 2022-01-14
  • NY RA
    APPROVED
    Since 2022-01-14
  • TX RA
    APPROVED
    Since 2022-01-14

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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
Ubs Financial Services Inc. New York NY 11/2013 01/2022
Morgan Stanley Smith Barney Llc New York NY 01/2022 Present
Morgan Stanley Private Bank, N.A New York NY 03/2022 Present
  • 11/2013 → 01/2022
    Ubs Financial Services Inc.
    New York, NY
  • 01/2022 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 03/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2013-11-14 → 2022-02-11
    Ubs Financial Services Inc.
    New York, NY
    Westport, CT
    New York, NY
  • 2009-01-21 → 2013-11-21
    Barclays Capital Inc.
    New York, NY
  • 2008-04-14 → 2008-10-15
    Lehman Brothers Inc.
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-12
S63 Uniform Securities Agent State Law Examination 2007-11-07
  • S66 Uniform Combined State Law Examination
    2008-04-12
  • S63 Uniform Securities Agent State Law Examination
    2007-11-07
Other Names
  • Kimberly Brownstein
  • Kimberly Dana Brownstein
  • Kimberly Dana Greenberg

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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