Kristen Yablonsky is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, 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
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2004 - February 2012 · 7 yrs 7 mos
Wells Fargo Advisors, LLC
July 2004 - February 2012 · 7 yrs 7 mos
UBS Financial Services INC.
April 2003 - November 2003 · 7 mos
UBS Financial Services INC.Broker
February 2003 - November 2003 · 9 mos
UBS Painewebber INC.Broker
April 2002 - October 2002 · 6 mos
State Registrations37 states
ALARAZCACOCTDCFLGAILINKSKYMAMDMEMIMNMOMSNCNENJNMNYOHPARISCTNTXUTVAVirgin IslandsWAWIWV
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.