KK
KK
Kristin Kotsakis is a registered investment advisor at Morgan Stanley, based in Geneva, IL, 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
One River Centre, 10 West. State Street Suite 204, Geneva, IL, 60134
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Regulatory History (1)
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Financial
April 2016Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. Incorporated
April 2009 - April 2009 · 0 mos
Northern Trust Securities, INC
March 2002 - April 2009 · 7 yrs 1 mo
Vision Investment Services, INC.Broker
October 2000 - April 2009 · 8 yrs 6 mos
Invest Financial CorporationBroker
July 1993 - October 2000 · 7 yrs 3 mos
Northern Trust Securities, INC.Broker
October 1988 - April 2009 · 20 yrs 6 mos
Isfa CorporationBroker
October 1983 - September 1988 · 4 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.