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Tara Star Kinsella

Morgan Stanley

Kirkland, WA

CRD 6176991

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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
TX RA APPROVED 2020-02-24
WA RA APPROVED 2014-08-08
  • TX RA
    APPROVED
    Since 2020-02-24
  • WA RA
    APPROVED
    Since 2014-08-08

Branch Locations

4000 Carillon Point Suite 600, Kirkland, WA 98033 • 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
Morgan Stanley Private Bank, N.A. New York NY 02/2015 Present
Morgan Stanley Smith Barney Llc Kirkland WA 03/2013 Present
  • 02/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 03/2013 → Present
    Morgan Stanley Smith Barney Llc
    Kirkland, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-08
  • S66 Uniform Combined State Law Examination
    2014-08-08

View on SEC IAPD

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