GK
GK

Glenn Karwic

25 Years of Experience
West Hartford, CT
Broker

Glenn Karwic is a registered investment advisor at Morgan Stanley, based in West Hartford, CT, with 25 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

433 South Main Street, West Hartford, CT, 06110

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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

Glenn is involved with Tetra Worldwide LLC, a private company, outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Ing Financial Advisers, LLC
March 2006 - August 2006 · 5 mos
Ing Financial Advisers, LLCBroker
March 2006 - August 2006 · 5 mos
Metropolitan Life Insurance CompanyBroker
February 2006 - March 2006 · 1 mo
Walnut Street Securities, INC.Broker
December 2005 - March 2006 · 3 mos
New England SecuritiesBroker
December 2005 - March 2006 · 3 mos
Metlife Securities INC.Broker
December 2005 - February 2006 · 2 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - February 2006 · 2 mos
Tower Square Securities, INC.Broker
October 2000 - March 2006 · 5 yrs 5 mos
State Registrations37 states
AZCACOCTDEFLGAIAIDILINKSLAMAMEMNMOMSMTNCNHNJNVNYOHOKORPARISCTXUTVAVTWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.