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Kurtis C Grant

Morgan Stanley

Raleigh, NC

CRD 7733576

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-20
NC RA APPROVED 2026-02-13
GA RA APPROVED 2024-10-15
  • TX RA
    APPROVED
    Since 2026-02-20
  • NC RA
    APPROVED
    Since 2026-02-13
  • GA RA
    APPROVED
    Since 2024-10-15

Branch Locations

3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • 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 Raleigh NC 06/2023 Present
West Virginia University Morgantown WV 08/2018 05/2023
Pinehurst Resort And Country Club Pinehurst NC 06/2021 08/2021
South Lakes High School Reston VA 09/2014 07/2018
  • 06/2023 → Present
    Morgan Stanley
    Raleigh, NC
  • 08/2018 → 05/2023
    West Virginia University
    Morgantown, WV
  • 06/2021 → 08/2021
    Pinehurst Resort And Country Club
    Pinehurst, NC
  • 09/2014 → 07/2018
    South Lakes High School
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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