RK
RK

Randall Kilpatrick

41 Years of Experience
La Jolla, CA
Broker

Randall Kilpatrick is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1250 Prospect Street, Suite 202, La Jolla, CA, 92037

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Randall owns rental properties in San Diego and La Jolla, California, since 2017 and 2018 respectively. These activities are investment-related and require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1988 - July 1993 · 5 yrs 1 mo
Dean Witter Reynolds INC.Broker
June 1984 - February 1988 · 3 yrs 8 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Randall Kilpatrick - Financial Advisor | TrueAdvisor