Karen Boza
Karen Boza is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Karen owns rental property since 2008. She is also a co-owner of IKA Financial LLC, a property and casualty insurance agency, since 2012, but her role is limited to shareholder and she receives no compensation.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations11 states
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