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Kristina Gruett

30 Years of Experience
Bellingham, WA
1 DisclosureBroker

Kristina Gruett is a registered investment advisor at Morgan Stanley, based in Bellingham, WA, with 30 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

2200 Rimland Drive, Suite 105, Bellingham, WA, 98226

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History

Regulatory History (1)
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Customer Dispute
December 2022
Denied
Other Business Activities

Kristina has power of attorney in Bellingham, Washington since May 2022. She is also an officer and board member at Bellingham Golf and Country Club since January 2023, dedicating a few hours per week after business hours to check signing/funds disbursements and business development/growth.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2001 - June 2009 · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2001 - June 2009 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - October 2001 · 6 yrs 5 mos
State Registrations29 states
AKAZCACOCTFLGAHIIAIDINLAMIMTNCNENMNVNYOHORPASCTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristina Gruett - Financial Advisor | TrueAdvisor