Kurt Matthew Overton

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

• 02/2006 → Present
  Citigroup Global Markets Inc.
  Baltimore, MD
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Baltimore, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Baltimore, MD
  New York, NY
• 2005-10-28 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Other Businesses

*638574 - Baltimore City Public Schools; Investment Related - No; Baltimore, Maryland; Education; Ethics Panel, Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2025; During Business Hours: 1; After Business Hours: 9; Administrative *681276 - Snowshoe Bay Cottages, LLC; Investment Related - Yes; Henderson, New York; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2026; During Business Hours: 0; After Business Hours: 2; We are providing ~$310K of capital top purchase two rental properties

Exams

• S66 Uniform Combined State Law Examination
  2005-10-19