KG
KG

Kari Groot

25 Years of Experience
Kirkland, WA
Broker

Kari Groot is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, 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

4000 Carillon Point, Suite 600, Kirkland, WA, 98033

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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

Kari is involved with an estate in Renton, Washington since January 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
State Registrations37 states
ALAZCACOCTDCFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNJNMNVNYOHORPASCTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.