Kristina Olsen is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 17 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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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 Stanley
November 2016 - Present · 9 yrs 6 mos
Morgan StanleyBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - November 2016 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - November 2016 · 4 yrs 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
Citigroup Global Markets INC.Broker
January 2005 - September 2006 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
April 2004 - January 2005 · 9 mos
State Registrations38 states
AZCACOCTDCDEFLGAHIIDILINKYMAMDMIMNMONCNHNJNVNYOHORPAPRRISCTNTXUTVAVTVirgin IslandsWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.