Karma May is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 19 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
3 Edison Drive, Alpharetta, GA, 30005
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Regulatory History (2)
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Judgment / Lien
September 2019Judgment / Lien
June 2018Other Business Activities
Karma works for Door Dash in customer service, spending about 10-20% of their time outside of business hours. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
August 2014 - September 2023 · 9 yrs 1 mo
E*trade Securities LLCBroker
July 2014 - September 2023 · 9 yrs 2 mos
Jesup & Lamont Securities CORPBroker
September 2009 - January 2010 · 4 mos
E*trade Securities LLCBroker
August 2002 - October 2009 · 7 yrs 2 mos
State Registrations1 state
GA
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.