CK
CK

Constance Kerr

27 Years of Experience
Fort Lauderdale, FL
Broker

Constance Kerr is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 27 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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History

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.

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Other Business Activities

Constance owns two rental properties, one since 2011 and another in Ft. Myers, Florida since 2022. She spends minimal time on the first property and a few hours per week collecting rent and upgrading the second.

Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 5 mos
Morgan StanleyBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2000 - December 2009 · 9 yrs 4 mos
UBS Financial Services INC.
August 2000 - December 2009 · 9 yrs 4 mos
Prudential Securities IncorporatedBroker
May 1998 - August 2000 · 2 yrs 3 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIILINKSKYMAMDMEMIMNMSNCNHNJNVNYOHORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Constance Kerr - Financial Advisor | TrueAdvisor