Kian Assary

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

• 03/2023 → Present
  Morgan Stanley
  New York, NY
• 08/2021 → 06/2022
  Allied Universal
  San Jose, CA
• 08/2020 → 12/2022
  San Jose State University
  San Jose, CA
• 08/2018 → 09/2019
  Curry Pizza House
  San Jose, CA
• 08/2016 → 08/2020
  Evergreen Valley High School
  San Jose, CA

Other Businesses

*546026 - black diamond; Investment related: No; Cupertino, California; Technology, Consulting; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 4; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2023-10-16