KG
CFP
KG
CFP
Krista Girrbach is a CFP-designated registered investment advisor at Morgan Stanley, based in Toledo, OH, 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
7311 Crossleigh Court, Toledo, OH, 43617
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Regulatory History (1)
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Customer Dispute
September 2013Denied
Other Business Activities
Krista is an officer and owner of EZ Acres Inc., a horse breeding and training business, dedicating a few hours per week. She is also a board member for the Adrian Kiwanis Foundation and a successor trustee for a trust.
Employment History
Current Registrations
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1998 - September 2016 · 18 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1989 - September 2016 · 26 yrs 9 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.