Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)

Adviser and broker representative · Morgan Stanley

Evan M. Kay

CRD 6937763 · Colorado Springs, CO

At a glance

Evan M. Kay is an investment adviser representative with Morgan Stanley in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Evan’s SEC record dates to 2022, about 3 years ago. Evan is also registered as a broker representative.

Current advisory firm

  • Morgan StanleySince November 2022Colorado Springs, CO · $1.96T in regulatory assets

SEC adviser record

Registered since
2022 (3 years)
Designations
None on file
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Evan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Morgan Stanley

Every advisor at Morgan Stanley →Morgan Stanley: assets, clients and custodians →Morgan Stanley news, moves and payouts →Financial advisors in Colorado Springs, CO →Every Morgan Stanley advisor in Colorado Springs →Advisor Moves: who changed firms this week →