MK
CFP
MK
CFP

Mark Karwaski

38 Years of Experience
Farmington Hills, MI
Broker

Mark Karwaski is a CFP-designated registered investment advisor at Morgan Stanley, based in Farmington Hills, MI, with 38 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

35055 West Twelve Mile Road, Suite 101, Farmington Hills, MI, 48331

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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

Mark is involved with residential rental properties in Plymouth, MI, where he finds tenants and collects rent. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
September 1989 - July 1993 · 3 yrs 10 mos
Smith, Hague & CO., IncorporatedBroker
November 1988 - October 1989 · 11 mos
Olde Discount CorporationBroker
June 1987 - November 1988 · 1 yr 5 mos
State Registrations36 states
ARAZCACOCTDCDEFLGAIAIDILINKYMAMDMIMNMOMSNCNHNJNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.