Andrew Thomas Katsanis

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

• 01/2014 → 11/2019
  Edward Jones
  Leesburg, FL
• 11/2019 → Present
  Morgan Stanley Smith Barney Llc
  Orlando, FL
• 12/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-06-10 → 2019-11-11
  Edward Jones
  Clermont, FL
  St Louis, MO
  Clermont, FL
  Clermont, FL
  Leesburg, FL
  Clermont, FL
  Winter Garden, FL
  Leesburg, FL

Other Businesses

*414743 - Trust; Investment related Yes; Leesburg, Florida; 03/2011; Successor Trustee; During business hours: 1; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2014-06-07