Kimberly Rosenfield is a registered investment advisor at Morgan Stanley, based in La Plata, MD, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Fee Structure
Location
107 Centennial Street, Suite 102A, La Plata, MD, 20646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a partner at Gapstow Ventures LLC since 2016 and coaches fitness classes at Coal Road CrossFit since 2019, spending minimal time on each. Kimberly also owns rental property since 2023, dedicating minimal time to administrative and management tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations36 states
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