Kristina Taylor Shifflett

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

• 01/2013 → 12/2017
  Morgan Stanley
  Charlottesville, VA
• 12/2017 → Present
  Morgan Stanley
  Raleigh, NC
• 12/2017 → Present
  Morgan Stanley Private Bank, N.A.
  Raleigh, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-06

Other Names

• Kristina Louise Taylor
• Tina Taylor
• Tina Shifflett
• Kristina Louise Taylor