Katelyn E Goodwin

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

• 02/2024 → Present
  Morgan Stanley
  Newport, RI
• 10/2021 → 02/2024
  Goldman Sachs & Co Llc
  New York, NY
• 10/2018 → 10/2021
  Complex Media, Inc
  New York, NY
• 03/2016 → 03/2018
  Sony Music Entertainment
  New York, NY
• 08/2015 → 01/2017
  Bounce Sporting Club (New Lounge 4324 Llc)
  New York, NY
• 03/2018 → 10/2018
  Gospel (Ambleside Partners Llc)
  New York, NY
• 06/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01

Other Names

• Katelyn Elizabeth Goodwin
• Katelyn E Goodwin
• Katelyn E Goodwin Giacobbi