Kaitlyn R Davis

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

• 09/2025 → Present
  Morgan Stanley
  New York, NY
• 04/2024 → 05/2025
  Ny Liberty
  New York, NY
• 06/2023 → 04/2024
  University Of Southern California
  Los Angeles, CA
• 08/2019 → 06/2023
  Columbia University
  New York, NY
• 09/2014 → 05/2019
  Greenwich Academy
  Greenwich, CT
• 07/2019 → 08/2019
  Guardian Life Insurance Company Of America
  New York, NY
• 05/2021 → 08/2021
  Secure Bags
  New York, NY
• 05/2025 → 09/2025
  Unemployed
  Norwalk, CT

Other Businesses

*670513 - MKTG Inc; Investment related: No; Cincinnati, Ohio ; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 4; After business hours: 4; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2026-06-13