Schuyler E Grey

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 05/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2009 → 05/2024
  Morgan Stanley
  Denver, CO
• 06/2009 → 05/2024
  Morgan Stanley
  Denver, CO
• 06/2024 → 09/2025
  D.A. Davidson & Co.
  Denver, CO
• 09/2025 → Present
  Kingswood Wealth Advisors
  El Cerrito, CA

Previous Registrations

• 2024-06-27 → 2025-09-22
  D.A. Davidson & Co.
  Biddeford Pool, ME
  Colorado Springs, CO
  Denver, CO
• 2009-06-01 → 2024-06-13
  Morgan Stanley
  Denver, CO
  Denver, CO
• 2009-05-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  Denver, CO
• 1999-01-01 → 2009-05-28
  Ubs Financial Services Inc.
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-17
• S63 Uniform Securities Agent State Law Examination
  1984-03-17

Other Names

• Schuyler Everett Grey