Kevin Kenway Edwards

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

Previous Registrations

• 2005-06-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Greenwich, CT
  Greenwich, CT
• 2003-07-01 → 2005-06-20
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2000-10-11 → 2003-07-01
  Prudential Equity Group, Llc
  New York, NY

Other Businesses

*488827 - Trust; Investment related - Yes; Greenwich, Connecticut; 06/1997; During business hours: 0.25; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-15
• S63 Uniform Securities Agent State Law Examination
  1983-11-30