Katharine Grace Bolick

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

• 07/2026 → Present
  Morgan Stanley
  New York, NY
• 06/2025 → 08/2025
  Morgan Stanley
  New York, NY
• 05/2024 → 07/2024
  Triangle Sports Commission
  Cary, NC
• 05/2023 → 08/2023
  Gould Killian Cpa
  Asheville, NC
• 01/2022 → 05/2022
  Gould Killian Cpa
  Asheville, NC
• 02/2021 → 05/2021
  Dicks Sporting Goods
  Asheville, NC
• 05/2020 → 08/2020
  Swim Club Management Group
  Swannanoa, NC
• 08/2022 → 05/2026
  Education - College
  Chapel Hill, NC
• 08/2018 → 06/2022
  Education - High School
  Asheville, NC
• 08/2015 → 06/2018
  Education - Middle School
  Swannanoa, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2026-07-28

Other Names

• Gracie Bolick
• Katharine G Bolick