Caryn Elizabeth Wilkinson

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

• 04/2012 → Present
  Morgan Stanley Smith Barney
  Indianapolis, IN

Other Businesses

1. CARYN WILKINSON PHOTOGRAPHY; NON INVESTMENT RELATED; FISHERS, IN; OWNER; RANDOM HOURS BUT LESS THAN 5 PER MONTH; 0 DURING SECURITIES HOURS; HOME BASED; DO PORTRAITS FOR FAMILIES

Exams

• S66 Uniform Combined State Law Examination
  2015-02-13
• S63 Uniform Securities Agent State Law Examination
  2007-07-20

Other Names

• Caryn Elizabeth Chester
• Caryn Elizabeth Chester