KC
KC

Karla Caston

15 Years of Experience
Miami, FL
Broker

Karla Caston is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 15 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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

Karla works as an independent contractor and massage therapist for Healing TTouch LLC since 2021. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Morgan Stanley
May 2016 - Present · 10 yrs
Previous Registrations
Hb Asset Management, L.C.
March 2016 - April 2016 · 1 mo
Global Investor Services, L.C.Broker
February 2016 - February 2016 · 0 mos
Raymond James & Associates, INC.
June 2014 - January 2016 · 1 yr 7 mos
Raymond James & Associates, INC.Broker
March 2013 - January 2016 · 2 yrs 10 mos
Morgan Stanley
March 2012 - April 2013 · 1 yr 1 mo
Morgan StanleyBroker
November 2010 - April 2013 · 2 yrs 5 mos
State Registrations32 states
AZCACOCTDCDEFLGAIDILMAMDMEMIMONCNHNJNMNVNYOHORPAPRSCSDTNTXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.