KM
KM

Katherine Morsbach

20 Years of Experience
Austin, TX
Broker

Katherine Morsbach is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 20 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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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

Katherine is a co-owner of PuroClean of Northwest Austin, a water/fire/mold restoration business, since 2020. She is not involved in the business operations, as her husband is fully responsible.

Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - May 2023 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - May 2023 · 10 yrs 3 mos
RBC Capital Markets, LLCBroker
June 2005 - March 2013 · 7 yrs 9 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.