KA
KA

Kim Annunziata

36 Years of Experience
Hilton Head Island, SC
Broker

Kim Annunziata is a registered investment advisor at Morgan Stanley, based in Hilton Head Island, SC, with 36 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

600 Main Street, Hilton Head Island, SC, 29926

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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

Kim works as a bartender or waitress for Downtown Catering Company in Hilton Head, SC. This activity takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
April 2001 - October 2009 · 8 yrs 6 mos
Citigroup Global Markets INC.Broker
March 2001 - October 2009 · 8 yrs 7 mos
The Robinson-Humphrey Company, LLCBroker
February 2000 - March 2001 · 1 yr 1 mo
Salomon Smith Barney INC.Broker
February 2000 - March 2000 · 1 mo
The Robinson-Humphrey Company, LLCBroker
November 1995 - April 1998 · 2 yrs 5 mos
Smith Barney INC.Broker
July 1993 - November 1995 · 2 yrs 4 mos
Lehman Brothers INC.Broker
August 1987 - July 1993 · 5 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.