NK
NK

Neil Kishter

32 Years of Experience
Palm Beach, FL
Broker

Neil Kishter is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 32 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
Loading...

Location

450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480

Get directions

History

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 →
Other Business Activities

Neil is a board member at Medstar Georgetown University Hospital, focusing on fundraising and business development, dedicating minimal time outside business hours. He is also involved with a trust in Boca Raton, Florida, spending minimal time on it both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - September 2022 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - September 2022 · 8 yrs 5 mos
UBS Financial Services INC.
August 2007 - April 2014 · 6 yrs 8 mos
UBS Financial Services INC.Broker
August 2007 - April 2014 · 6 yrs 8 mos
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley
January 1999 - April 2007 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
December 1998 - April 2007 · 8 yrs 4 mos
Nationsbanc Investments, INC.Broker
January 1998 - December 1998 · 11 mos
NationssecuritiesBroker
December 1993 - January 1998 · 4 yrs 1 mo
State Registrations28 states
ARAZCACODCDEFLGAINMAMDMIMNNCNHNJNVNYOHPARISCTXVAVTVirgin IslandsWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.