KR
KR

Kirsten Richards

17 Years of Experience
Holladay, UT
Broker

Kirsten Richards is a registered investment advisor at Morgan Stanley, based in Holladay, UT, 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
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Location

6510 South Millrock Drive, Suite 100, Holladay, UT, 84121

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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

Kirsten is the sole proprietor/owner of K Arcilesi LLC, an investment/finance/banking business in Murray, Utah, since September 2023. She spends minimal time on this activity outside of business hours, providing investment decisions and advice.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - April 2024 · 1 yr 5 mos
Wells Fargo Advisors
November 2022 - April 2024 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - November 2022 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLC
September 2019 - November 2022 · 3 yrs 2 mos
Morgan Stanley
January 2017 - September 2019 · 2 yrs 8 mos
Morgan StanleyBroker
January 2017 - September 2019 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
July 2012 - January 2017 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2012 - January 2017 · 4 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.