MK
MK
Marilynn Katatsky is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 41 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2009Denied
Customer Dispute
January 2004Denied
Other Business Activities
Marilynn is a board member of South River Federation, a 501c3 organization, since 2011. She spends minimal time on this investment-related activity, advising on investments held at Vanguard.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1995 - April 2007 · 11 yrs 7 mos
Morgan Stanley Dw INC.Broker
September 1995 - April 2007 · 11 yrs 7 mos
Prudential Securities IncorporatedBroker
March 1985 - September 1995 · 10 yrs 6 mos
Ferris & Company, IncorporatedBroker
February 1985 - March 1985 · 1 mo
State Registrations26 states
AKALAZCACOCTDCDEFLGAILKYMAMDNHNJNVNYOHPASCTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.