TrueAdvisor
TrueAdvisor
RK
CFP
RK
CFP

Randall Krenzin

Morgan Stanley
32 Years of Experience
Los Gatos, CA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Randall Krenzin is a CFP-designated registered investment advisor at Morgan Stanley, based in Los Gatos, CA, with 32 years of industry experience. Randall 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

View Full SEC Brochure

Location

16000 Los Gatos Boulevard, Los Gatos, CA, 95032

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2020
Settled
Customer Dispute
June 2009
Settled
Criminal
September 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Randall owns rental property in San Jose, CA since 2010, acting as a landlord and handling property management. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 6 yrs 2 mos
Morgan Stanley
August 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2020 · 9 yrs 7 mos
Wells Fargo Clearing Services, LLC
January 2011 - August 2020 · 9 yrs 7 mos
Wells Fargo Investments, LLCBroker
August 2007 - January 2011 · 3 yrs 5 mos
Wells Fargo Investments, LLC
August 2007 - January 2011 · 3 yrs 5 mos
Banc of America Investment Services, INC.Broker
July 2004 - September 2007 · 3 yrs 2 mos
Banc of America Investment Services, INC.
July 2004 - September 2007 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - August 2004 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
November 2002 - August 2004 · 1 yr 9 mos
UBS Painewebber INC.
October 1999 - December 2002 · 3 yrs 2 mos
UBS Painewebber INC.Broker
September 1999 - December 2002 · 3 yrs 3 mos
First Union Securities, INC.Broker
October 1997 - November 1999 · 2 yrs 1 mo
Van Kasper & CompanyBroker
July 1996 - October 1997 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
November 1995 - July 1996 · 8 mos
Dean Witter Reynolds INC.Broker
December 1993 - December 1995 · 2 yrs
State Registrations26 states
ARAZCACOCTDCFLIAIDINKYMAMDNCNJNVNYORPARISCTNTXUTVAWA
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.
More Advisors
More financial advisors in Los Gatos, CA →All financial advisors in California →