MK
MK

Martha Knapp

25 Years of Experience
Portland, OR
Broker

Martha Knapp is a registered investment advisor at Morgan Stanley, based in Portland, OR, with 25 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

760 South West 9th Avenue, Suite 2100, Portland, OR, 97205

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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

Martha is an employee of Martha Knapp Studios since 2009, spending minimal time outside business hours. She also works with a trust since 2022, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
September 2012 - Present · 13 yrs 8 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Allstate Financial Services, LLCBroker
August 2008 - May 2009 · 9 mos
CUNA Brokerage Services, INC.Broker
January 1997 - January 2008 · 11 yrs
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.