KG
KG

Karen Greer

28 Years of Experience
Little Rock, AR
Broker

Karen Greer is a registered investment advisor at Morgan Stanley, based in Little Rock, AR, 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
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 North Rodney Parham Road, Suite 100, Little Rock, AR, 72212

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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.

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Other Business Activities

Karen is an Etsy seller in Little Rock, Arkansas, since June 2023, focusing on sales and marketing. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2005 - April 2007 · 1 yr 4 mos
Morgan Stanley
December 2005 - April 2007 · 1 yr 4 mos
Stephens INC.
August 1999 - December 2005 · 6 yrs 4 mos
Stephens INC.Broker
November 1997 - December 2005 · 8 yrs 1 mo
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPASCTNTXVAVTWAWIWV
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.
Karen Greer - Financial Advisor | TrueAdvisor