Kirk Gerard Aguer

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

• 11/2010 → 11/2016
  Wells Fargo Advisors Llc
  Altoona, PA
• 11/2016 → 09/2020
  Wells Fargo Clearing Services, Llc
  Altoona, PA
• 09/2020 → Present
  Morgan Stanley Smith Barney Llc
  State College, PA

Previous Registrations

• 2014-12-02 → 2020-09-10
  Wells Fargo Clearing Services, Llc
  State College, PA
  Hollidaysburg, PA
• 1997-07-08 → 2003-06-16
  Citigroup Global Markets Inc.
  State College, PA
  State College, PA

Other Businesses

2.NITTANY GROVE HOME SALES, LLC.; INV RELATED; BOALSBURG, PA; 100% OWNERSHIP WITH SPOUSE; START: 01/01/2008; HOURS: 5 PER MONTH - 0 DURING TRADING, DUTIES: LANDLORD *416191 - Aguer Nobori Properties; Investment related No; Boalsburg, PA; Construction/Engineering; Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 1983; During business hours: 0; After business hours: 2; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-30
• S63 Uniform Securities Agent State Law Examination
  1986-03-03

Other Names

• Kirk Gerard Aguer
• Kirk Gerrard Aguer