KD
KD

Kaitlin Day

12 Years of Experience
Mclean, VA
Broker

Kaitlin Day is a registered investment advisor at Morgan Stanley, based in Mclean, VA, 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

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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History

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.

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Other Business Activities

Kaitlin coaches middle school girls in lacrosse, earning $100 per practice for approximately three practices per month. She is also a contracted coach for Next Level Lacrosse, spending a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 6 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 8 mos
State Registrations42 states
AKARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMAMDMEMIMNNCNDNHNJNMNVNYOHOKPARISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.