Kathleen Entwistle is a registered investment advisor at Morgan Stanley, based in New York, NY, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
1585 Broadway, 21st Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is a trustee for a trust since 2004 and a board member/investor for The Money Date Box since 2020, dedicating minimal time and a few hours per week respectively. She also serves on the finance committee for Ridgewood Country Club, spending minimal time on accounting/bookkeeping.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
C. J. M. Planning CORP.Broker
State Registrations53 states
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