Kerry Zimm is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 18 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
500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004
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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
December 2012 - Present · 13 yrs 5 mos
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
August 2011 - September 2012 · 1 yr 1 mo
UBS Financial Services INC.Broker
August 2011 - September 2012 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.