Kimberleigh A Szewczyk

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

• 02/2014 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 10/2015 → 10/2021
  Bank Of America, N.A.
  Tampa, FL
• 10/2021 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 12/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-06-24 → 2021-10-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

*469234 - Kimberleigh Szewczyk BDA Memoire; Investment related No; Lutz, Florida; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0.05; Sales/Marketing *537701 - Rental Property; Investment related Yes; Lutz, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022 ; During business hours: 0; After business hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-20

Other Names

• Kimberleigh Rice
• Kimberleigh Ann Leuszler
• Kimberleigh Leuszler
• Kimberleigh Szewczyk