Kimberly Koenig
Kimberly Koenig is a registered investment advisor at Morgan Stanley, based in Poughkeepsie, NY, with 40 years of industry experience. Kimberly 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
Beechwood Office Park., 2678 South Road, Poughkeepsie, NY, 12601
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Regulatory History (1)
Customer Dispute
June 2012Other Business Activities
Kimberly is a notary, a role she has maintained for over thirty years. She also serves on the finance committee for The United States Aikido Federation, dedicating minimal time outside of business hours to administrative, accounting, and business development tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations37 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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