MK
MK

Megan Karl

23 Years of Experience
Seattle, WA
Broker

Megan Karl is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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

601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101

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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

Megan is a partner in 4631 Forest Ave SE, LLC, a real estate venture in Shoreline, Washington, since December 2022. She dedicates minimal time to this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2004 - June 2009 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2004 - June 2009 · 4 yrs 10 mos
Financial Network Investment CorporationBroker
November 2003 - August 2004 · 9 mos
Linsco/private Ledger CORP.
October 2002 - September 2003 · 11 mos
Linsco/private Ledger CORP.Broker
September 2002 - September 2003 · 1 yr
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.