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Terence B Kilkenny

Morgan Stanley

Purchase, NY

CRD 7560723

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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
TX RA APPROVED 2025-09-15
NJ RA APPROVED 2025-01-24
NY RA APPROVED 2024-05-20
  • TX RA
    APPROVED
    Since 2025-09-15
  • NJ RA
    APPROVED
    Since 2025-01-24
  • NY RA
    APPROVED
    Since 2024-05-20

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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
Morgan Stanley Purchase NY 07/2023 Present
Fordham University Bronx NY 08/2019 05/2023
Pearl River High School Pearl River NY 09/2014 07/2019
Morgan Stanley New York NY 06/2022 08/2022
Redwood Realty Advisors Elmsford NY 05/2021 08/2021
  • 07/2023 → Present
    Morgan Stanley
    Purchase, NY
  • 08/2019 → 05/2023
    Fordham University
    Bronx, NY
  • 09/2014 → 07/2019
    Pearl River High School
    Pearl River, NY
  • 06/2022 → 08/2022
    Morgan Stanley
    New York, NY
  • 05/2021 → 08/2021
    Redwood Realty Advisors
    Elmsford, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-18
S63 Uniform Securities Agent State Law Examination 2023-08-12
  • S65 Uniform Investment Adviser Law Examination
    2024-05-18
  • S63 Uniform Securities Agent State Law Examination
    2023-08-12

View on SEC IAPD

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