Kolleen Zbilski is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 19 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
760 West Main Street, Barrington, IL, 60010
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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 2014 - Present · 11 yrs 6 mos
Morgan StanleyBroker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Wayne Hummer Investments L.L.C.
June 2014 - November 2014 · 5 mos
Wayne Hummer Investments L.L.C.Broker
June 2014 - November 2014 · 5 mos
Morgan StanleyBroker
December 2011 - June 2014 · 2 yrs 6 mos
Morgan Stanley
December 2011 - June 2014 · 2 yrs 6 mos
Princor Financial Services Corporation
July 2011 - November 2011 · 4 mos
Princor Financial Services CorporationBroker
July 2011 - November 2011 · 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.