Kimberly Marriott is a CFP-designated registered investment advisor at Morgan Stanley, based in Winston-Salem, NC, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 North Main Street, Suite 2500, Winston-Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a committee member for the WPF Foundation Board and the Women's Professional Forum. She spends minimal time per month on these charitable activities, which are not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations19 states
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