EK
EK

Effie Katsis

23 Years of Experience
Grosse Pointe Farms, MI
Broker

Effie Katsis is a registered investment advisor at Morgan Stanley, based in Grosse Pointe Farms, MI, 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

130 Kercheval Avenue, Grosse Pointe Farms, MI, 48236

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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

Effie serves as the sole proprietor of Sena Solutions LLC, a restaurant concepts consulting company.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2006 - April 2007 · 9 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations9 states
CADCFLMINCNYOHORSC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.