KD
KD
Kathleen Demarco is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 28th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2015Closed-No Action
Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - July 2020 · 10 yrs 6 mos
UBS International INC.Broker
December 2006 - January 2010 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
July 2001 - December 2006 · 5 yrs 5 mos
Morgan Stanley Dw INC.Broker
December 1999 - July 2001 · 1 yr 7 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.