Kenneth Blake Mackenzie

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

• 06/2009 → 01/2023
  Morgan Stanley
  Riverwoods, IL
• 01/2023 → Present
  Morgan Stanley Smith Barney
  Chicago, IL

Previous Registrations

• 2007-07-26 → 2009-06-01
  Morgan Stanley & Co. Llc
  Riverwoods, IL
• 2002-06-27 → 2007-08-04
  Citigroup Global Markets Inc.
  Farmington, MI
  Dublin, OH
• 2000-02-03 → 2002-06-07
  Morgan Stanley Dw Inc.
  Matteson, IL

Other Businesses

* 490127- Trust; Investment related Yes; Wimelle, Illinois; Trust; Trustee/Co-Trustee; 03/2022; During business hours: 0; After business hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-06-11
• S65 Uniform Investment Adviser Law Examination
  1996-06-06

Other Names

• Blake Mackenzie