KV
KV

Kristina Vanliew

29 Years of Experience
Chicago, IL
Broker

Kristina Vanliew is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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

Kristina is the sole proprietor/owner of BCR Holdings LLC since 2020, and also has a successor role in a POA and a trust. These activities are investment-related and take minimal time overall.

Employment History
Current Registrations
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Morgan StanleyBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - January 2015 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - January 2015 · 8 yrs 3 mos
Northern Trust Securities, INC.Broker
April 1996 - October 2006 · 10 yrs 6 mos
State Registrations39 states
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AdvisorBrokerBoth

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