Thomas Shelby Kinney

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

• 08/2008 → Present
  Citgroup Global Markets Inc
  Alpharetta, GA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Alpharetta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-08-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Alpharetta, GA
• 2004-04-07 → 2008-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

*377931 - Northbrook UMC Preschool; Investment related No; Roswell, GA; Non-Profit; Finance Committee Representative (proprietor, partner, officer, director, employee, trustee, agent); Sep 2020; During business hours: 0; After business hours: 2; Administrative

Exams

• S66 Uniform Combined State Law Examination
  1999-09-03

Other Names

• Trey Kinney
• Thomas S (Iii) Kinney