Kevin R Katrodiya

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

• 05/2025 → 05/2026
  Lifeplan Wealth Management Group Llc
  Branford, CT
• 05/2025 → 05/2026
  Parkour Capital Llc
  Branford, CT
• 01/2024 → 12/2025
  University Of Bridgeport
  Bridgeport, CT
• 06/2023 → 12/2023
  Full Choice
  Surat
• 06/2021 → 05/2023
  Decathalon
  Surat
• 09/2014 → 05/2023
  Student
  Surat
• 06/2026 → Present
  Morgan Stanley
  Gilbert, AZ

Previous Registrations

• 2025-12-11 → 2026-03-17
  Lifeplan Wealth Management Group Llc
  Branford, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-11
• S65 Uniform Investment Adviser Law Examination
  2025-12-11

Other Names

• Kevin Rakeshbhai Katrodiya
• Kevin Rakeshbhai Katrodiya