Kristen C Doyle

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

• 03/2014 → 03/2019
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 12/2019 → 11/2021
  Guardian Life Insurance Co Of America
  Latham, NY
• 02/2020 → 11/2021
  Park Avenue Securities, Llc
  Latham, NY
• 04/2019 → 09/2019
  Unemployed
  Saratoga Springs, NY
• 12/2021 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton Park, NY
• 11/2023 → Present
  Morgan Stanley
  Glens Falls, NY
• 12/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-03-29 → 2023-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton Park, NY
  New York, NY
  Saratoga Springs, NY
• 2021-11-17 → 2021-12-02
  Park Avenue Securities Llc
  Latham, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-15
• S63 Uniform Securities Agent State Law Examination
  2006-01-30

Other Names

• Kristen Marie Cushman
• Kristen Doyle
• Kristen C Doyle
• Kristen Cushman Doyle