Krista Girrbach is a CFP-designated registered investment advisor at Morgan Stanley, based in Toledo, OH, with 36 years of industry experience. Krista is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
7311 Crossleigh Court, Toledo, OH, 43617
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Regulatory History (1)
Customer Dispute
September 2013Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 states
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
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