Kimberly Ann Turner

CRD 2828800 · Morgan Stanley · Dallas, TX

IA RegisteredBroker

Also appears in the source record as: Kim Aguilar; Kimberly Ann Aguilar; Kim Turner; Kimberly A Turner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66SIESeries 7Series 6
Registered states (41): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
Dallas, TX · IA capacity

Apr 2, 2019 → present
Private Client Services, LLC
BD capacity

Apr 25, 2018 → Sep 24, 2018
Prime Capital Investment Advisors, LLC
IA capacity

Aug 10, 2017 → Sep 24, 2018
Cambridge Investment Research, Inc.
BD capacity

Dec 12, 2016 → Apr 30, 2018
Lawing Financial Inc
IA capacity

Mar 1, 2017 → Oct 13, 2017
A I M Distributors, Inc.
BD capacity

Jan 28, 1997 → Jun 27, 1997

Source & corrections

Where this page comes from

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