Katheryn Compitello is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 12 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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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
August 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
Fsc Securities CorporationBroker
November 2013 - December 2018 · 5 yrs 1 mo
Ameriprise Financial Services, INC.Broker
April 2010 - August 2013 · 3 yrs 4 mos
Ensemble Financial Services, INC.Broker
July 2007 - December 2008 · 1 yr 5 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.