Rodman King Tilt

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

• 08/2013 → 09/2019
  J.P. Morgan Securities Llc
  Greenwich, CT
• 08/2013 → 09/2019
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 09/2019 → Present
  Morgan Stanley Private Wealth Management
  New York, NY
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

2. *414328 - Trust; Investment related - Yes; Wilmington, Delaware; Trustee; 11/2019; During business hours: 2; After business hours: 0 *677802- Saint Barnabas Church; Investment related: No; Greenwich, Connecticut; Civic/Religious/Community; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 2; Finance Committee is responsible for budgeting and investment policy of endowment funds.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-11
• S63 Uniform Securities Agent State Law Examination
  2013-11-18

Other Names

• Rodman K Tilt