KN
KN

Kristine Newman

17 Years of Experience
Tucson, AZ
Broker

Kristine Newman is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, 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
Loading...

Location

7175 North Pima Canyon Drive, Tucson, AZ, 85718

Get directions

History

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 →
Other Business Activities

Kristine works as a fitness instructor at Northwest YMCA since August 2019, Chuze Fitness since June 2022, and Jewish Community Center since February 2024. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
November 2006 - April 2007 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.