KT
KT
Karen Tekulsky is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 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
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
February 1995Award / Judgment
Other Business Activities
Karen is involved with Congregation Bet Haverim, reviewing financials with the Finance Director, and owns rental property. She spends minimal time on Congregation Bet Haverim and about 10-20% of her time on rental property management and administration.
Employment History
Current Registrations
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan StanleyBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - December 2016 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - December 2016 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
October 1993 - November 1996 · 3 yrs 1 mo
Bear, Stearns & CO. INC.Broker
January 1989 - October 1993 · 4 yrs 9 mos
Painewebber IncorporatedBroker
September 1988 - January 1989 · 4 mos
J. W. Gant & Associates, INC.Broker
April 1988 - September 1988 · 5 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.