Karen Chaney is a registered investment advisor at Morgan Stanley, based in Leawood, KS, with 32 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
11161 Overbrook Road, Suite 225, Leawood, KS, 66211
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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 StanleyBroker
May 2023 - Present · 3 yrs 2 mos
Morgan Stanley
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2014 - May 2023 · 8 yrs 11 mos
UBS Financial Services INC.
June 2014 - May 2023 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - July 2014 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - July 2014 · 20 yrs 9 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.