Katherine Mohney is a registered investment advisor at Morgan Stanley, based in Buffalo, NY, with 35 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
50 Fountain Plaza, Key Tower North, Buffalo, NY, 14202
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Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Katherine is a board member for Episcopal Church Home & Affiliates, Inc. and Episcopal Church Home & Affiliates Life Care Community, Inc. d/b/a Canterbury Woods, spending minimal time during business hours and a few hours per week after business hours. Katherine also serves as an estate and trust fiduciary.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations35 states
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