Marilynn Katatsky is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 41 years of industry experience. Marilynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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Regulatory History (2)
Customer Dispute
May 2009Customer Dispute
January 2004Other 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
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Ferris & Company, IncorporatedBroker
State Registrations26 states
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
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