KG
KG

Kimberly Garland

26 Years of Experience
Atlanta, GA
Broker

Kimberly Garland is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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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

Kimberly owns Sheriff Tarpley, LLC, a rental property in Lavonia, GA, since 2005, and a vacation rental in Mineral Bluff, GA, since 2019. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs 4 mos
Previous Registrations
Jefferies LLCBroker
November 2007 - May 2017 · 9 yrs 6 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - November 2007 · 4 yrs 10 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 2000 - January 2003 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1998 - July 1999 · 1 yr
State Registrations32 states
ALARCACOCTDCDEFLGAILKYLAMDMIMSMTNCNJNVNYOHPAPRSCTNTXUTVAVirgin IslandsWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.