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Kimberly Akuna

5 Years of Experience
Clayton, MO
Broker

Kimberly Akuna is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 5 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

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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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

Kimberly owns real estate, including an AirBNB suite in her primary residence, and previously owned rental property through De Novo LLC. She also works as an exercise specialist for BJC Healthcare and engages in fiduciary activities. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Morgan Stanley Smith Barney LLC
May 2010 - September 2011 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
May 2010 - September 2011 · 1 yr 4 mos
State Registrations38 states
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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.
Kimberly Akuna - Financial Advisor | TrueAdvisor