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Kathy Lynn Francoletti

Morgan Stanley

Sarasota, FL

Englewood, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-31
FL RA APPROVED 2011-09-29
  • TX RA
    APPROVED_RES
    Since 2025-01-31
  • FL RA
    APPROVED
    Since 2011-09-29

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States

Englewood, FL • 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 Sarasota FL 08/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 08/2011 → Present
    Morgan Stanley Smith Barney
    Sarasota, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

Private Company, Francoletti Homes, Inc, construction an sale of residential homes, 3 hrs outside biz hours, effec date 2011

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-27
S63 Uniform Securities Agent State Law Examination 1993-12-01
  • S65 Uniform Investment Adviser Law Examination
    2011-09-27
  • S63 Uniform Securities Agent State Law Examination
    1993-12-01
Other Names
  • Kathy Lynn Kozlenko

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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