Kaitlyn E Mellini

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

• 08/2022 → 04/2023
  Rbc Capital Markets, Llc
  Seattle, WA
• 03/2019 → 07/2022
  Unemployed
  Madrid
• 04/2018 → 03/2019
  Ultimate Library
  London
• 08/2016 → 02/2018
  Worlds End Bookshop
  London
• 01/2023 → 04/2023
  City National Bank
  Seattle, WA
• 01/2024 → Present
  Morgan Stanley
  New York, NY
• 05/2023 → 12/2023
  Unemployed
  New York, NY
• 01/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-12-17 → 2023-05-11
  Rbc Capital Markets, Llc
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16

Other Names

• Kaitlyn Elizabeth Hogue
• Kaitlyn Mellini
• Kaitlyn Elizabeth Mellini