KF
KF

Kathy Francoletti

31 Years of Experience
Sarasota, FL
Broker

Kathy Francoletti is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 31 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

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kathy is involved with Francoletti Homes, Inc., a company focused on the construction and sale of residential homes. This activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
Wachovia Securities, LLCBroker
October 2000 - January 2007 · 6 yrs 3 mos
First Union Brokerage Services, INC.Broker
November 1993 - October 2000 · 6 yrs 11 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.