KK
CFP
KK
CFP

Kirsten Kinnan

27 Years of Experience
Seattle, WA
Broker

Kirsten Kinnan is a CFP-designated registered investment advisor at Morgan Stanley, based in Seattle, WA, with 27 years of industry experience. Kirsten is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101

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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

Kirsten serves as a power of attorney for two individuals since January 2026. These investment-related activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 8 yrs
Morgan StanleyBroker
October 2018 - Present · 8 yrs
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
October 2016 - September 2018 · 1 yr 11 mos
Blackrock Investment Management, LLC
June 2015 - April 2016 · 10 mos
Blackrock Investments, LLCBroker
June 2015 - April 2016 · 10 mos
Princor Financial Services CorporationBroker
February 2012 - May 2015 · 3 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Adp Broker-Dealer, INC.Broker
September 2002 - August 2005 · 2 yrs 11 mos
Morgan Stanley
June 1999 - September 2002 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 1998 - September 2002 · 4 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
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