AC
AC

Annakate Cross

22 Years of Experience
Lutherville, MD
Broker

Annakate Cross is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 22 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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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

Annakate works as a cashier at a retail store, HECTS INVESTMENT RELATED, taking about 10-20% of her time. This activity does not occur during securities trading hours.

Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 5 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2004 - June 2009 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
July 2003 - November 2004 · 1 yr 4 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.