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Kim Edith Annunziata

Morgan Stanley

Hilton Head Island, SC

Savannah, GA

CRD 1726520

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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_RES 2020-04-23
SC RA APPROVED 2009-10-14
GA RA APPROVED 2009-07-17
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • SC RA
    APPROVED
    Since 2009-10-14
  • GA RA
    APPROVED
    Since 2009-07-17

Branch Locations

600 Main Street, Hilton Head Island, SC 29926 • United States

7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • 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 Hilton Head SC 06/2009 Present
Previous Registrations
Other Businesses

1. DOWNTOWN CATERING COMPANY; EMPLOYEE; BARTEND OR WAITRESS; HILTON HEAD, SC; 10 HOURS AFTER BUSIENSS; 0 DURING BUSINESS; 07/2013

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-07
S63 Uniform Securities Agent State Law Examination 1987-10-27
  • S65 Uniform Investment Adviser Law Examination
    2006-03-07
  • S63 Uniform Securities Agent State Law Examination
    1987-10-27
Other Names
  • Kim Annunziata
  • Kim Edith Broderick
  • Kim E Schoning
  • Kim Edith Schoning

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILTON HEAD CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Ryan Jon Berry
Gregory F Viventi
MATTHEW RYAN KENNETT

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILTON HEAD ISLAND, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILTON HEAD, SC
HILTON HEAD CAPITAL PARTNERS, LLC · HILTON HEAD ISLAND, SC

More in Hilton Head Island, SC

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