KC
KC
Kimberly Casper is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 18 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
Two Jericho Plaza, Jericho, NY, 11753
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Regulatory History (1)
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Employment Separation After Allegations
September 2012Other Business Activities
Kimberly owns rental property in Myrtle Beach, SC since 2016. She is also a partner in a real estate business in East Northport, New York since 2021, dedicating minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
December 2011 - September 2012 · 9 mos
Wells Fargo Advisors, LLCBroker
November 2006 - September 2012 · 5 yrs 10 mos
State Registrations47 states
ALAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMNMOMSNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.