Kendal Marie Schall

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

• 03/2015 → 11/2017
  Lion Street Financial
  Los Gatos, CA
• 08/2013 → 11/2017
  Legacy Capital Group California
  Los Gatos, CA
• 11/2017 → 04/2023
  First Republic Investment Management, Inc
  Palo Alto, CA
• 11/2017 → 04/2023
  First Republic Securities Company, Llc
  Palo Alto, CA
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Jose, CA

Previous Registrations

• 2017-12-01 → 2023-05-19
  J.P. Morgan Private Wealth Advisors Llc
  Palo Alto, CA
  Palo Alto, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-10-21

Designations

• Certified Financial Planner