KV
KV

Karen Varnhagen

42 Years of Experience
San Francisco, CA
Broker

Karen Varnhagen is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 42 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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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

Karen is involved in real estate activities in San Francisco, Knoxville, and Tucson since April 2023. These activities are investment-related and do not require time during or after 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.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Morgan Stanley
July 1997 - August 2006 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
August 1983 - August 2006 · 23 yrs
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.