KS
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Karl Schiefer

16 Years of Experience
Alpharetta, GA
Broker

Karl Schiefer is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 16 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

2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009

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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

Karl is an assistant tennis coach at St. Andrew's School, dedicating a few hours per week to practices and matches. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - February 2023 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - February 2023 · 7 yrs 11 mos
New England SecuritiesBroker
July 2013 - November 2014 · 1 yr 4 mos
Princor Financial Services CorporationBroker
September 2011 - October 2011 · 1 mo
Hornor, Townsend & Kent, INC.Broker
October 2009 - July 2013 · 3 yrs 9 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.