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Keri Ann Walsh

Morgan Stanley

Madison, CT

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-29
CT RA APPROVED 2018-03-12
  • TX RA
    APPROVED
    Since 2024-11-29
  • CT RA
    APPROVED
    Since 2018-03-12

Branch Locations

741 Boston Post Road, Madison, CT 06443 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Madison CT 05/2017 Present
Homemaker Norwalk CT 08/2016 05/2017
Morgan Stanley Private Bank, N.A New York NY 08/2026 Present
  • 05/2017 → Present
    Morgan Stanley
    Madison, CT
  • 08/2016 → 05/2017
    Homemaker
    Norwalk, CT
  • 08/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2018-03-12
Other Names
  • Keri Ann Yednak
  • Keri Ann Yedinak

View on SEC IAPD

Other Firms

PRINCIPLE WEALTH
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
ACCRETIVE CAPITAL MANAGEMENT, LLC
ACADIAN VENTURES MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

AMY ALISIA LAWLER
CHRISTOPHER JOSEPH MACCA
KYLE JOSEPH FARRELL
Tracy Ane Pierson
ROBERT SANTINO PAOLUCCI
MARGARET OMARRA MARUZO
GLENN SIMON ZAVORSKAS
COLIN MICHAEL DUGAN

Other Offices

PRINCIPLE WEALTH · MADISON, CT
STIFEL, NICOLAUS & COMPANY, INCORPORATED · MADISON, CT
LPL FINANCIAL LLC · MADISON, CT
ACCRETIVE CAPITAL MANAGEMENT, LLC · MADISON, CT
ACADIAN VENTURES MANAGEMENT, LLC · MADISON, CT
MAI CAPITAL MANAGEMENT, LLC · Madison, CT
MAI CAPITAL MANAGEMENT, LLC · Madison, CT
COMMONWEALTH FINANCIAL NETWORK · MADISON, CT

More in Madison, CT

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