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Kayla Gager

Morgan Stanley

New York, NY

CRD 5740699

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-28
TX RA APPROVED_RES 2025-03-28
  • NY RA
    APPROVED
    Since 2025-03-28
  • TX RA
    APPROVED_RES
    Since 2025-03-28

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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
Ubs Financial Services Inc. New York NY 10/2016 03/2025
Morgan Stanley Smith Barney Llc New York NY 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-29
S63 Uniform Securities Agent State Law Examination 2017-02-16
  • S65 Uniform Investment Adviser Law Examination
    2019-01-29
  • S63 Uniform Securities Agent State Law Examination
    2017-02-16
Other Names
  • Kayla Gayle Gager
  • Kayla Gayle Gager

View on SEC IAPD

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