GK
GK

Gary Klingner

32 Years of Experience
Stamford, CT
1 DisclosureBroker

Gary Klingner is a registered investment advisor at Morgan Stanley, based in Stamford, CT, with 32 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

4 Landmark Square, 2nd Floor, Stamford, CT, 06901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2004
Settled
Employment History
Previous Registrations
Morgan Stanley
June 2009 - March 2026 · 16 yrs 9 mos
Citigroup Global Markets INC.
September 1987 - June 2009 · 21 yrs 9 mos
Exams
No exam information available for this advisor.
Gary Klingner - Financial Advisor | TrueAdvisor