Marilynn E Katatsky

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 → 03/2018
  Morgan Stanley
  Annapolis, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2017 → Present
  Morgan Stanley
  Naples, FL

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Annapolis, MD
• 1995-09-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Annapolis, MD
  Annapolis, MD

Other Businesses

1. SOUTH RIVER FEDERATION, 501C3, INVESTMENT RELATED; BOARD MEMBER, START 11/2011; 2 HOURS OUTSIDE TRADING HOURS. THE COMPANY HOLDS THEIR INVESTMENTS AT VANGARD AND USE THE VOLUNTEERS TO ADVISE ON THE INVESTMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-12
• S63 Uniform Securities Agent State Law Examination
  1985-04-12

Other Names

• Lisa B Kenyon