Kurt Evan Meyer

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-03-11
AZ	RA	APPROVED	2009-06-01
OK	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2020-03-11
AZ RA
APPROVED

Since 2009-06-01
OK RA
APPROVED

Since 2009-06-01

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Citigroup Global Markets Inc.	Tempe	AZ	07/1993	Present
Morgan Stanley Smith Barney	Tempe	AZ	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

07/1993 → Present

Citigroup Global Markets Inc.

Tempe, AZ
06/2009 → Present

Morgan Stanley Smith Barney

Tempe, AZ
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1995-03-10 → 2009-06-01

Citigroup Global Markets Inc.

Tempe, AZ

Tempe, AZ

Other Businesses

1. Meyer Fine Properties LLC; Investment related: Yes; Phoenix, Arizona (address for the rental property- 1519 E Bishop Drive Tempe, AZ 85282); Rental Property; Member/Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 2; My two brothers and I are purchasing a single family home from a friend that we then plan to rent. 2. Cher Dieu; Not Investment related; Manufacture and sale of candles and essential oils; Mar 2018; During business hours: 0; After business hours: 2; description of duties 4. *390275 - Meyer Fine Properties 17th Street, LLC; Investment related Yes; Phoenix, Arizona; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); FEB 2020; During business hours: 0; After business hours: 2; Property Management 5. *390694 - Meyer Fine Properties Jentilly Lane, LLC; Investment related Yes; Phoenix, Arizona; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 0; After business hours: 2; Administrative *609396 - Chateau Ellis Residence, LLC; Investment related: Yes; Phoenix, Arizona; Real Estate: Rental Property; Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 2; Property Management *647537 - Arcadia Heritage Fiduciary and Consulting Services LLC; Investment related: No; Phoenix, Arizona; Consulting; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 2; This is not an active entity while I am working at Morgan Stanley and at present there is no active roll.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-06-25
S63	Uniform Securities Agent State Law Examination	1986-10-22

S65 Uniform Investment Adviser Law Examination

1992-06-25
S63 Uniform Securities Agent State Law Examination

1986-10-22

View on SEC IAPD