VK
VK
Victor Karidakes
42 Years of Experience
Riverside, CA
2 DisclosuresBroker
Victor Karidakes is a registered investment advisor at Morgan Stanley, based in Riverside, 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
3750 University Avenue, Suite 600, Riverside, CA, 92501
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2014Denied
Customer Dispute
September 1990Settled
Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
March 2009 - October 2020 · 11 yrs 7 mos
UBS Financial Services INC.Broker
March 2009 - October 2020 · 11 yrs 7 mos
Citigroup Global Markets INC.
February 2001 - April 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
December 1998 - April 2009 · 10 yrs 4 mos
Painewebber IncorporatedBroker
November 1983 - December 1998 · 15 yrs 1 mo
State Registrations25 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.