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Ann Krieger

24 Years of Experience
Houston, TX
Broker

Ann Krieger is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 24 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

16055 Space Center Boulevard, Suite 100, Houston, TX, 77062

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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

Ann is the executor of an estate since November 2019. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
August 2009 - Present · 16 yrs 11 mos
Previous Registrations
LPL Financial Corporation
March 2003 - July 2009 · 6 yrs 4 mos
LPL Financial CorporationBroker
March 2003 - July 2009 · 6 yrs 4 mos
Waddell & Reed, INC.
September 2001 - January 2003 · 1 yr 4 mos
Waddell & Reed, INC.Broker
August 2001 - January 2003 · 1 yr 5 mos
State Registrations20 states
ALAZCACOFLGAIDILMONCNVNYORPASCTXVAWAWIWY
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.