Frederick Krokenberger is a registered investment advisor at Morgan Stanley, based in Pittsford, NY, 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
Pittsford, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley
March 2017 - December 2017 · 9 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Morgan Stanley
December 2002 - August 2005 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1989 - August 2005 · 16 yrs 5 mos
Thomas James Associates, INC.Broker
January 1989 - March 1989 · 2 mos
Blinder, Robinson & CO., INC.Broker
July 1983 - January 1989 · 5 yrs 6 mos
State Registrations33 states
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Exams
No exam information available for this advisor.