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Kathleen Grasmeder

29 Years of Experience
Glens Falls, NY
Broker

Kathleen Grasmeder is a registered investment advisor at Morgan Stanley, based in Glens Falls, NY, 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

86 Glen Street, 3rd Floor, Glens Falls, NY, 12801

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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

Kathleen serves as an executor/co-executor for an estate and trustee/co-trustee for two trusts since June/July 2022. These activities are investment-related and take minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 1997 - June 2009 · 12 yrs 5 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.