Kristyn Nicole Mcneill

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

• 06/2017 → Present
  Morgan Stanley
  Green Bay, WI
• 11/2014 → 06/2017
  Schenck Wealth Advisory
  Green Bay, WI

Other Businesses

*382849 - Get Together LLC; Investment related No; Entertainment; Employee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 4

Exams

• S66 Uniform Combined State Law Examination
  2018-07-24

Other Names

• Kristyn Nicole Nelson