Kaitlin Inchauspe, financial advisor Midland TX
89 score

Kaitlin Inchauspe

CRD Number: 5925271
Current Firm: Morgan Stanley

Kaitlin Inchauspe (CRD# 5925271) is an Investment Advisor Representative working at Morgan Stanley in Midland, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Denver, CO May 2014 - Current 2
Axa Advisors Denver, NY Mar 2014 - May 2014 < 1
Unemployed Denver, CO Dec 2013 - Mar 2014 < 1
Stifel Nicolaus Walnut Creek, CA May 2013 - Dec 2013 < 1
University Of Wyoming Laramie, WY Jan 2010 - May 2013 3
University Of Wyoming Laramie, WY Aug 2009 - May 2013 3
Stifel Nicolaus Sheridan, WY May 2012 - Aug 2012 < 1
Stifel Nicolaus Sheridan, WY May 2011 - Aug 2011 < 1
City Brew Coffee Sheridan, WY Mar 2007 - Aug 2009 2
Sheridan High School Sheridan, WY Aug 2005 - May 2009 3
Sheridan County Recreational District Sheridan, WY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Kaitlin M. Inchauspe
Phone Number: 914-225-5510
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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