KB
KB

Kristen Bissett

15 Years of Experience
West Palm Beach, FL
Broker

Kristen Bissett is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 15 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

777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401

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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

Kristen is a board member for the Center for Creative Education and a committee member for the Kravis Center, both charitable organizations. Kristen also owns 50% of a commercial real estate property.

Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 3 mos
Morgan StanleyBroker
February 2026 - Present · 3 mos
Previous Registrations
UBS Financial Services INC.
February 2015 - February 2026 · 11 yrs
UBS Financial Services INC.Broker
January 2015 - February 2026 · 11 yrs 1 mo
Barclays Capital INC.Broker
February 2012 - November 2014 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
April 2010 - February 2012 · 1 yr 10 mos
State Registrations25 states
AZCACOCTDCDEFLGAILKYMAMDMEMIMNNCNHNJNVNYPARISCVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.