Katie Lynne Robertson

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

• 06/2022 → Present
  Morgan Stanley
  Temple Terrace, FL
• 10/2014 → 06/2019
  Walt Disney Company
  Lake Buena Vista, FL
• 11/2020 → 05/2022
  Starbucks Coffee Company
  Tampa, FL
• 06/2020 → 11/2020
  David's Bridal
  Columbia, SC
• 12/2019 → 09/2020
  Texas Roadhouse
  Wake Forest, NC
• 07/2019 → 11/2019
  David Molnar Photography
  Franklin, TN

Other Businesses

*668226- WANDERFOLK COLLECTIVE LLC; Investment related: No; Davenport, Florida; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 15; Sales/Marketing, Customer Service, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Katie Endicott
• Robertson-Endicott
• Kate Hedrick
• Hedrick
• Burns
• Katie L Robertson
• Katie Lynne Robertson
• Katie Lynne Burns