Kristi Lynn Traylor

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 → 11/2019
  Ubs Financial Services Inc.
  Fort Worth, TX
• 11/2019 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX
• 12/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-06-30 → 2019-11-12
  Ubs Financial Services Inc.
  Ft. Worth, TX

Other Businesses

*394083 - Rental home; Investment related Yes; Granbury, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2005; During business hours: 0; After business hours: 0; *620826-  Rental Property; Investment related-Yes; Granbury, Texas; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 0; None - other than I am Co-owner

Exams

• S66 Uniform Combined State Law Examination
  2010-06-29
• S63 Uniform Securities Agent State Law Examination
  1983-10-04

Other Names

• Kristi Lynn Phillips
• Kristi Lynn King
• Kristi Traylor