Sarah E Kearney

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

• 04/2015 → 12/2019
  Bank Of America, N.A.
  Boston, MA
• 10/2015 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 12/2019 → Present
  Morgan Stanley
  Boston, MA

Previous Registrations

• 2015-11-24 → 2019-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport News, VA
  Richmond, VA
  Newport News, VA
  Newport News, VA
  Newport News, VA
  Newport News, VA
  Newport News, VA
  Quincy, MA
  Quincy, MA
  Boston, MA
  Nashua, NH
  Boston, MA
  Boston, MA
• 2013-04-10 → 2015-01-09
  Edward Jones
  St Louis, MO
  South Burlington, VT
  South Burlington, VT

Other Businesses

*663290- Boys and Girls Club of Dorchester; Investment related: No; Dorchester, Massachusetts; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 4; Sales/Marketing, Fundraising

Exams

• S66 Uniform Combined State Law Examination
  2013-04-08

Other Names

• Sarah Bird
• Sarah Elizabeth Bird
• Sarah E Bird