Kerma Brunecker is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 24 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
Two Jericho Plaza, Jericho, NY, 11753
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Janney Montgomery Scott LLCBroker
May 2019 - March 2020 · 10 mos
UBS Financial Services INC.Broker
August 2015 - May 2019 · 3 yrs 9 mos
Morgan StanleyBroker
June 2009 - September 2015 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
Wachovia Securities, LLCBroker
July 2003 - April 2006 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
State Registrations40 states
ARCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.