Molly Ann Mckenna Redfield

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

• 10/2016 → 04/2017
  Groupon
  Denver, CO
• 08/2013 → 05/2017
  University Of Colorado Boulder
  Boulder, CO
• 11/2017 → Present
  Morgan Stanley
  Oakland, CA
• 05/2017 → 11/2017
  Unemployed
  Danville, CA
• 12/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-10-20

Other Names

• Molly Ann Mckenna