RK
CFP
RK
CFP
Randall Krenzin
32 Years of Experience
Los Gatos, CA
3 DisclosuresBroker
Randall Krenzin is a CFP-designated registered investment advisor at Morgan Stanley, based in Los Gatos, CA, 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
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Location
16000 Los Gatos Boulevard, Los Gatos, CA, 95032
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2020Settled
Customer Dispute
June 2009Settled
Criminal
September 1994Final Disposition
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 · 5 yrs 9 mos
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 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 Registrations25 states
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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.