DK
DK

Denise Koran-Klisiewicz

34 Years of Experience
Monson, MA
Broker

Denise Koran-Klisiewicz is a registered investment advisor at Morgan Stanley, based in Monson, MA, with 34 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

Monson, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Denise owns DK Designs, a sole proprietorship creating and selling crafts, dedicating minimal time. She is also a manager/member of Old Oak Farm LLC, involved in agriculture and real estate, taking about half of her time, and a member of the Town of Monson Agriculture Commission, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2019 - Present · 7 yrs 6 mos
Morgan Stanley
January 2019 - Present · 7 yrs 6 mos
Morgan StanleyBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1998 - January 2019 · 20 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1991 - January 2019 · 27 yrs 6 mos
State Registrations30 states
AZCACOCTDCDEFLGAILMAMDMEMIMNNCNHNJNVNYOHPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Denise Koran-Klisiewicz - Financial Advisor | TrueAdvisor