Kathy Whitacre is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20 Linden Place, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathy is a board member for KidsGive NJ, a civic/community organization focused on children/youth. She dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations46 states
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