Matthew Adam Kokinis

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

• 05/2017 → Present
  Morgan Stanley
  Kalamazoo, MI
• 01/2017 → 05/2017
  Unemployed
  Mattawan, MI
• 11/2003 → 12/2016
  Pnc Financial Services, Na
  Kalamazoo, MI
• 07/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-08-01

Other Names

• Adam Kokinis