KM
KM

Karen Macnair

22 Years of Experience
Amelia Island, FL
Broker

Karen Macnair is a registered investment advisor at Morgan Stanley, based in Amelia Island, FL, with 22 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

9900 Amelia Island Parkway, Amelia Island, FL, 32034

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History

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.

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Other Business Activities

Karen is a board member for The Amelia Island Dance Festival, a non-profit organization, spending minimal time outside business hours. She also sells items on eBay, dedicating about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2020 - January 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2013 - January 2022 · 8 yrs 4 mos
Wells Fargo Advisors, LLCBroker
August 2011 - July 2013 · 1 yr 11 mos
Dean Witter Reynolds INC.Broker
April 1987 - September 1994 · 7 yrs 5 mos
United Financial Investments, INC.Broker
May 1986 - January 1987 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Karen Macnair - Financial Advisor | TrueAdvisor