Kari Kemnitz is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Morgan StanleyBroker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Carter, Terry & Company, INC.
July 2015 - October 2015 · 3 mos
Carter, Terry & Company, INC.Broker
November 2006 - October 2015 · 8 yrs 11 mos
Janney Montgomery Scott LLCBroker
June 2003 - December 2006 · 3 yrs 6 mos
Wachovia Securities, INC.Broker
June 2002 - May 2003 · 11 mos
Wachovia Securities, INC.Broker
September 1997 - June 2002 · 4 yrs 9 mos
Kidder, Peabody & CO. IncorporatedBroker
June 1994 - January 1995 · 7 mos
Prudential Securities IncorporatedBroker
October 1988 - July 1992 · 3 yrs 9 mos
American Express Financial Advisors INC.Broker
May 1988 - September 1988 · 4 mos
Ids Life Insurance CompanyBroker
May 1988 - September 1988 · 4 mos
Norwest Brokerage Services, INC.Broker
September 1987 - November 1987 · 2 mos
Dain, Bosworth IncorporatedBroker
March 1986 - October 1987 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.