Kristi Traylor is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
201 Main Street, Suite 1500, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristi is a co-owner of rental properties in Granbury, Texas, since 2005 and November 2024. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Capital Markets CorporationBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations33 states
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