KB
KB

Kristy Burcham

27 Years of Experience
Columbus, OH
Broker

Kristy Burcham is a registered investment advisor at Morgan Stanley, based in Columbus, OH, 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
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

4449 Easton Way, Suite 300, Columbus, OH, 43219

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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

Kristy works as an independent contractor for Lyft and Uber, driving for rideshare services. She also owns rental properties, dedicating minimal time to one and a few hours per week to the other for property management.

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.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
December 1998 - June 2009 · 10 yrs 6 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristy Burcham - Financial Advisor | TrueAdvisor