Nikesh Virendra Kadakia

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

• 02/2013 → Present
  Morgan Stanley
  Rolling Hills, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-05-10 → 2013-02-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
  El Segundo, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-04-18

Other Names

• Nick Kadakia
• Nikesh Kadakia
• Nick Kadakia