Kiersten Large is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 13 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
Loading...
Location
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
Get directionsHistory
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
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
April 2021 - September 2023 · 2 yrs 5 mos
E*trade Securities LLCBroker
April 2021 - September 2023 · 2 yrs 5 mos
Ep Wealth Advisors
December 2019 - January 2021 · 1 yr 1 mo
Advice and Planning Services
March 2017 - November 2019 · 2 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2017 - November 2019 · 2 yrs 8 mos
Morgan Stanley
March 2016 - March 2017 · 1 yr
Morgan StanleyBroker
March 2016 - March 2017 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - September 2011 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - September 2011 · 2 yrs 11 mos
Morgan Stanley & CO. Incorporated
August 2007 - October 2008 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - October 2008 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.