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Thomas R Koveleskie

Morgan Stanley

Beverly Hills, CA

Los Angeles, CA

CRD 3156279

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-22
TX RA APPROVED 2025-07-11
NY RA APPROVED 2021-06-16
  • CA RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-07-11
  • NY RA
    APPROVED
    Since 2021-06-16

Branch Locations

9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc New York NY 11/2013 04/2019
Morgan Stanley Beverly Hills CA 04/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 05/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-09
S63 Uniform Securities Agent State Law Examination 2007-03-10
  • S66 Uniform Combined State Law Examination
    2007-07-09
  • S63 Uniform Securities Agent State Law Examination
    2007-03-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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