Kevin Edward Kopczynski

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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-07
NY	RA	APPROVED	2021-06-16
CT	RA	APPROVED	2009-06-01

TX RA
APPROVED

Since 2023-03-07
NY RA
APPROVED

Since 2021-06-16
CT RA
APPROVED

Since 2009-06-01

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577 • United States

Harrison, NY • 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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	06/2009	Present

06/2009 → Present

Morgan Stanley

Purchase, NY

Previous Registrations

2008-04-01 → 2009-06-01

Citigroup Global Markets Inc.

New York, NY
2006-03-29 → 2008-04-09

Clearbridge Investments, Llc

New York, NY

Other Businesses

*380941- Estate; Investment related No; New York, NY; Executor; Sep 2019; During business hours: 0; After business hours: 2 *555217 - Trust ; Investment related: Yes; Harrison, New York; 05/2023; During business hours: 0; After business hours: 10

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-26
S63	Uniform Securities Agent State Law Examination	1990-07-03

S65 Uniform Investment Adviser Law Examination

1999-05-26
S63 Uniform Securities Agent State Law Examination

1990-07-03

Designations

Chartered Financial Analyst

Other Names

Kevin Edward Kopcznyski
Kevin E Kopezynski

View on SEC IAPD