Katharine Vaughan Myers

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Waldorf, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2015 → Present
  Morgan Stanley
  La Plata, MD

Previous Registrations

• 2007-10-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Waldorf, MD

Other Businesses

*242070- Rental Property - One Bedroom Condo; Investment related: Yes; Alexandria, Virginia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2015; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-28
• S63 Uniform Securities Agent State Law Examination
  2007-02-23

Other Names

• Katie Marie Vaughan
• Katharine Marie Vaughan