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Krashonda Lashae Gray

Morgan Stanley

Atlanta, GA

CRD 6398241

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2023-10-02
TX RA APPROVED 2023-09-28
  • GA RA
    APPROVED
    Since 2023-10-02
  • TX RA
    APPROVED
    Since 2023-09-28

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc., Fayetteville GA 09/2014 11/2016
Wells Fargo Bank Na Fayetteville GA 09/2012 11/2016
Wells Fargo Clearing Services, Llc. Atlanta GA 02/2018 04/2022
Wells Fargo Bank Na Atlanta GA 11/2016 02/2018
Fidelity Investments Atlanta GA 04/2022 09/2023
Dhl Supply Chain Union City GA 05/2021 06/2021
Morgan Stanley Atlanta GA 09/2023 Present
  • 09/2014 → 11/2016
    Wells Fargo Advisors, Llc.,
    Fayetteville, GA
  • 09/2012 → 11/2016
    Wells Fargo Bank Na
    Fayetteville, GA
  • 02/2018 → 04/2022
    Atlanta, GA
  • 11/2016 → 02/2018
    Wells Fargo Bank Na
    Atlanta, GA
  • 04/2022 → 09/2023
    Fidelity Investments
    Atlanta, GA
  • 05/2021 → 06/2021
    Dhl Supply Chain
    Union City, GA
  • 09/2023 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

*604193 - Designed by Krashonda; Investment Related - Yes; Atlanta, Georgia; Interior Design; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 40; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-03
S63 Uniform Securities Agent State Law Examination 2014-11-12
  • S66 Uniform Combined State Law Examination
    2017-02-03
  • S63 Uniform Securities Agent State Law Examination
    2014-11-12
Other Names
  • Krashonda Lashae Gray
  • Krashonda Patterson
  • Krashonda Lashae Patterson
  • Krashonda Gray

View on SEC IAPD

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