CK
CK

Craig Kaiser

18 Years of Experience
Carlsbad, CA
Broker

Craig Kaiser is a registered investment advisor at Morgan Stanley, based in Carlsbad, CA, 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

5796 Armada Drive, Suite 200, Carlsbad, CA, 92008

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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

Craig owns two rental properties, one in Nighthawk, CT, and another in Carlsbad, California, since 2006. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
United Equity Securities, LLCBroker
June 2007 - October 2007 · 4 mos
State Registrations28 states
ARAZCACOCTFLGAIDILINKSMDMIMNMOMTNCNENJNYORPASCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Kaiser - Financial Advisor | TrueAdvisor