Kimberly Clark-Schweitzer is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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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 Stanley
July 2013 - Present · 13 yrs
Morgan StanleyBroker
January 2013 - Present · 13 yrs 6 mos
Previous Registrations
Quest Capital Strategies, INC.Broker
March 2003 - January 2013 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - April 2002 · 2 yrs 3 mos
Salomon Smith Barney INC.Broker
October 1998 - November 1999 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1990 - September 1998 · 8 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1989 - June 1990 · 1 yr 1 mo
Prudential-Bache Securities INC.Broker
August 1988 - June 1990 · 1 yr 10 mos
Blinder, Robinson & CO., INC.Broker
December 1987 - July 1988 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.