KF
KF

Krista Finegan

15 Years of Experience
Newtown Square, PA
Broker

Krista Finegan is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 15 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
Loading...

Location

3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073

Get directions

History

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 →
Other Business Activities

Krista is the founder of 100 Women Downingtown, a community group. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Sei Investments Distribution CO.Broker
July 1995 - June 1999 · 3 yrs 11 mos
State Registrations37 states
AKALAZCACOCTDCDEFLGAHIIAILINMAMDMEMIMNMOMTNCNJNMNVNYOHORPAPRRISCTXVAVTWAWV
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.
Krista Finegan - Financial Advisor | TrueAdvisor