Harrison J Kortz

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

• 12/2012 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*451597- North Manitou Partners LLC; Investment related Yes; Chicago, Illinois; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 8; After Business hours: 2; Administrative *621772- 100 Park Investors, LLC; Investment related: Yes; Traverse City, Michigan; Opening LLC; Investor into the LLC (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; Opening LLC, only investor of around 16%

Exams

• S66 Uniform Combined State Law Examination
  2013-02-28

Other Names

• Harrison J Kurtz