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Karen Barbara Natishan

Morgan Stanley

Wilkes Barre, PA

CRD 2249771

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-12
PA RA APPROVED 2011-03-15
  • TX RA
    APPROVED
    Since 2023-06-12
  • PA RA
    APPROVED
    Since 2011-03-15

Branch Locations

Cross Creeke Pointe Suite 401 1065 Highway 315, Wilkes Barre, PA 18702 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Wilkes Barre PA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Wilkes Barre, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

1.LUZERNE COUNTY COMMUNITY COLLEGE FOUNDATION BOARD; TREASURER; 2 AFTER BUSINESS HOURS; 1 DURING BUSINESS HOURS; 08/2012

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-21
S63 Uniform Securities Agent State Law Examination 1992-09-08
  • S65 Uniform Investment Adviser Law Examination
    1997-03-21
  • S63 Uniform Securities Agent State Law Examination
    1992-09-08

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILKES BARRE, PA
WELLS FARGO CLEARING SERVICES, LLC · WILKES BARRE, PA
JACOBI CAPITAL MANAGEMENT, LLC · WILKES BARRE, PA

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