Tracy Kennedy

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
  Purchase, NY

Previous Registrations

• 2006-03-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
  Ny, NY

Other Businesses

Rental Property; Investment related Yes; Rental Property Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019;During business hours: 0; After business hours: 0 *460415 - True North Troy Preparatory Charter School; Investment related - No; Troy, New York; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 1; After business hours: 1; general advice *696344- HeyDey Productions LLC; Investment related: No; Brooklyn, New York; Entertainment/Movie Production; I will have no position or role with this entity. Just getting paid in exchange for the use of part of our house (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 0; Film company will be using the roof of our house for a scene in their movie.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-07
• S63 Uniform Securities Agent State Law Examination
  1993-09-01

Other Names

• Tracy Ann Williams
• Tracy Williams Kennedy