Kristina M Vanliew

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

• 01/2015 → Present
  Morgan Stanley
  Chicago, IL
• 02/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2006-11-17 → 2015-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aurora, IL
  Naperville, IL
  Naperville, IL
  Chicago, IL

Other Businesses

2. *412062 - BCR Holdings LLC; Investment related - Yes; Naperville, Illinois; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 1; 3. *501903 - POA; Investment related Yes; Denver, Colorado; Successor Role; 05/2022; During business hours: 1; After business hours: 4 4. *514113-Trust ; Investment related-Yes; Denver, Colorado; 10/2022; During business hours: 1; After business hours: 3

Exams

• S66 Uniform Combined State Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  1996-04-15

Other Names

• Kristina Van Liew Warland
• Kristina Van Liew
• Kristina M Van Liew