Kimberly Lutz is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 33 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2005 - February 2014 · 9 yrs 1 mo
Wells Fargo Advisors, LLC
January 2005 - February 2014 · 9 yrs 1 mo
RBC Dain Rauscher INC.
June 2004 - January 2005 · 7 mos
RBC Dain Rauscher INC.Broker
June 2004 - January 2005 · 7 mos
Wachovia Securities, LLCBroker
December 1992 - June 2004 · 11 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.