Noah Kaufman-shalett

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-21

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	New York	NY	04/2025	Present
The Conference Board	New York	NY	08/2023	04/2025
University Of Wisconsin-Madison Campus And Visitor Relations	Madison	WI	08/2021	12/2022
Betcha (Vivid Seats)	New York	NY	06/2021	08/2021
University Of Wisconsin-Madison	Madison	WI	09/2019	05/2023
Horace Greeley High School	Chappaqua	NY	09/2015	06/2019

04/2025 → Present

Morgan Stanley

New York, NY
08/2023 → 04/2025

The Conference Board

New York, NY
08/2021 → 12/2022

University Of Wisconsin-Madison Campus And Visitor Relations

Madison, WI
06/2021 → 08/2021

Betcha (Vivid Seats)

New York, NY
09/2019 → 05/2023

University Of Wisconsin-Madison

Madison, WI
09/2015 → 06/2019

Horace Greeley High School

Chappaqua, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-21
S63	Uniform Securities Agent State Law Examination	2025-06-04