Katherine D'SOuza

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

• 04/2025 → Present
  Morgan Stanley
  Dallas, TX
• 01/2025 → 03/2025
  Unemployed
  Fort Worth, TX
• 08/2024 → 12/2024
  Morgan Stanley
  Fort Worth, TX
• 02/2024 → 07/2024
  Unemployed
  Fort Worth, TX
• 08/2022 → 01/2024
  Seton Hall Law School
  Newark, NJ
• 05/2022 → 01/2024
  Equinox
  New York, NY
• 08/2016 → 05/2020
  New York University
  New York, NY
• 01/2021 → 03/2021
  Dent Law Firm
  Fort Worth, TX
• 05/2019 → 07/2024
  Whalebus Podcasts
  New York, NY
• 01/2022 → 07/2023
  Margaret Hall
  New York, NY
• 05/2017 → 10/2017
  The Greenroom42
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30

Other Names

• Katherine S Dsouza