Kalah Martre is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 24 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
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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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 →Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 15 yrs 10 mos
Morgan StanleyBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2006 - January 2010 · 3 yrs 11 mos
Wells Fargo Advisors, LLCBroker
December 2005 - January 2010 · 4 yrs 1 mo
First Union Securities, INC.Broker
October 2000 - April 2001 · 6 mos
First Union Brokerage Services, INC.Broker
May 1996 - October 2000 · 4 yrs 5 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.