Andrew Konigsberg

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-24
NY	RA	APPROVED	2026-04-10

TX RA
APPROVED

Since 2026-04-24
NY RA
APPROVED

Since 2026-04-10

Branch Locations

55 East 52Nd Street 10Th 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	New York	NY	06/2015	09/2018
Pacific Investment Management Company Llc	New York	NY	10/2018	07/2021
Pimco Investments Llc	New York	NY	10/2018	07/2021
Goldman Sachs & Co. Llc	New York	NY	08/2021	03/2023
Rbc Capital Markets, Llc	New York	NY	03/2023	04/2026
Morgan Stanley Smith Barney Llc	New York	NY	04/2026	Present
Morgan Stanley Private Bank, N.A.	New York	NY	04/2026	Present

06/2015 → 09/2018

Morgan Stanley Smith Barney Llc

New York, NY
10/2018 → 07/2021

Pacific Investment Management Company Llc

New York, NY
10/2018 → 07/2021

Pimco Investments Llc

New York, NY
08/2021 → 03/2023

Goldman Sachs & Co. Llc

New York, NY
03/2023 → 04/2026

Rbc Capital Markets, Llc

New York, NY
04/2026 → Present

Morgan Stanley Smith Barney Llc

New York, NY
04/2026 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2015-09-17 → 2018-10-18

Morgan Stanley

New York, NY

New York, NY

Purchase, NY

New York, NY

Other Businesses

(1) 688165 - STB Associates LLC / Investment Related / New York, NY / Rental Property / Sole Proprietor, Owner / Start 01-March-2010 / During business hours: 0 / After business hours: 0 / Authorized individual on financial accounts for mobile deposit and other basic functions. (2) 688167 - STB II Associates LLC / Investment Related / New York, NY / Rental Property / Sole Proprietor, Owner / Start 01-March-2010 / During Business Hours: 0 / After Business Hours: 0 / Authorized individual on financial accounts for mobile deposit and other basic functions. (3) 688168 - STB III Associates LLC / Investment Related / New York, NY / Rental Property / Sole Proprietor, Owner / Start 01-March-2010 / During Business Hours: 0 / After Business Hours: 0 / Authorized individual on financial accounts for mobile deposit and other basic functions.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-17

S66 Uniform Combined State Law Examination

2015-09-17

Designations

Chartered Financial Analyst

Other Names

Andrew Jordan Konigsberg

View on SEC IAPD