Kasha Bhatia

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

• 07/2025 → Present
  Morgan Stanley
  New York, NY
• 06/2024 → 08/2024
  Morgan Stanley
  New York, NY
• 06/2023 → 08/2023
  Deloitte
  New York, NY
• 06/2022 → 08/2022
  Altum Capital
  New York, NY
• 01/2023 → 06/2023
  Morgan Stanley
  New York, NY
• 07/2021 → 05/2025
  New York University
  New York, NY
• 06/2017 → 06/2021
  Plainview Old Bethpage Jfk High School
  Plainview, NY
• 06/2015 → 06/2017
  Pathways School Gurgaon
  Gurugram

Other Businesses

*649492 - Brand Force Marketing; Investment Related - Yes; Plainview, New York; Marketing; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03-2022; During Business Hours: 0; After Business Hours: 2; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04