Karla Ransdell is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 29 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
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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
August 2018 - Present · 7 yrs 9 mos
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Ipc Private Wealth Partners, LLC
September 2016 - November 2017 · 1 yr 2 mos
Independent Portfolio Consultants, INC.
June 2016 - September 2016 · 3 mos
Managed Account Services, LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - November 2014 · 17 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - November 2014 · 19 yrs 1 mo
Piper Jaffray INC.Broker
January 1994 - October 1995 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.