Karen Bishop is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 28 years of industry experience. Karen 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
112 Worcester Street, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (1)
Financial
March 2021Other Business Activities
Karen is involved in entertainment and art/culture as a sole proprietor/owner since 1985, dedicating a few hours per week outside of business hours. She also serves in a power of attorney and successor role for a trust since 2018, spending minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations45 states
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
More Advisors
- Marcie DaleoMorgan Stanley
- Mark RosenthalMorgan Stanley
- William ZhaoMorgan Stanley
- Todd Mulligan, CFPMorgan Stanley
- David Ferris, CFPMorgan Stanley
- Jeffrey WaxmanMorgan Stanley