Kerrie Stokes is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, 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
1650 Market Street 42nd Floor, Philadelphia, PA, 19103
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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 StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2021 - April 2023 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - April 2023 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - June 2019 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - June 2019 · 8 yrs 6 mos
Morgan Stanley & CO. Incorporated
May 2008 - March 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - March 2009 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
October 2006 - August 2007 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - August 2007 · 11 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.