Kimberly Tonrey is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 19 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
2000 Westchester Avenue, Purchase, NY, 10577-2530
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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
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Robinhood Financial, LLCBroker
October 2021 - February 2023 · 1 yr 4 mos
Morgan Stanley
December 2015 - September 2021 · 5 yrs 9 mos
Morgan StanleyBroker
January 2014 - September 2021 · 7 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
December 2005 - April 2007 · 1 yr 4 mos
Girard Securities, INC.Broker
June 2004 - August 2004 · 2 mos
Prudential Equity Group, INC.Broker
July 2003 - September 2003 · 2 mos
Prudential Securities IncorporatedBroker
April 2000 - February 2002 · 1 yr 10 mos
Prudential Securities IncorporatedBroker
June 1999 - July 1999 · 1 mo
Sands Brothers & CO., LTD.Broker
March 1998 - February 1999 · 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.