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Kimberley Gato

23 Years of Experience
Paramus, NJ
Broker

Kimberley Gato is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 23 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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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

Kimberley is involved with the City of Garfield Parking Committee since May 2022, in an administrative role. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Morgan Stanley
February 2012 - December 2013 · 1 yr 10 mos
UBS Financial Services INC.Broker
May 2002 - January 2012 · 9 yrs 8 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMONCNDNHNJNMNVNYOHOKORPAPRRISCTNTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kimberley Gato - Financial Advisor | TrueAdvisor