Katherine Marie Mohney

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Buffalo, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*301222 : Episcopal Church Home & Affiliates, Inc ( ECH&A,Inc.) ; Investment related : No ; Williamsville ; New York ; Health and Welfare ; Board Member:Finance Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 11/2016 ; During business hours : 1 ; After business hours : 9 ; Administrative *487106 - Estate ; Investment related - Yes; Orchard Park, New York; 02/2022; During business hours: 0; After business hours: 2 *232574 - Episcopal Church Home & Affiliates Life Care Community, Inc. d/b/a Canterbury Woods; Investment related: No; Williamsville, New York; Residential Continuous Care facility; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2015; During business hours: 1; After business hours: 9; Administrative *482353 - Estate ; Investment related - Yes; Holland, New York; 09/2017; During business hours: 0; After business hours: 2 *487113 - Estate ; Investment related - Yes; Orchard Park, New York; 02/2022; During business hours: 0; After business hours: 2 *532476- Trust; Investment related-Yes; Holland, New York; 12/2022; During business hours: 0; After business hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-22
• S63 Uniform Securities Agent State Law Examination
  1990-09-05

Other Names

• Katherine Lunt
• Katherine Marie Mahoney