Lily Korine Engelhardt

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
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1.RENTAL PROPERTY; INVESTMENT RELATED; NEW YORK/NY; REAL ESTATE; TITLE: OWNER; START DATE: Jun 2019; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. 2. *431460 - Rental Property; Investment related - Yes; New York, New York; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 1; Renting an apartment. *634504 - Rental Property; Investment Related - Yes; new york, new york; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 0; none.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-05-09

Other Names

• Lily K Engelhardt
• Lily Korine Hadar
• Lily Hadar
• Lily Korine