Katherine G Halkias

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

• 06/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 05/2022 → 08/2023
  Bo Bridges Gallery
  Manhattan Beach, CA
• 10/2023 → 12/2023
  Corepower Yoga
  Berkeley, CA
• 06/2024 → 08/2024
  Alpine Physician Partners
  Denver, CO
• 08/2009 → 05/2025
  Full-Time Education
  Berkeley, CA
• 05/2022 → 08/2022
  Pitfire Pizza
  Manhattan Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-24