Charles Kerl
Charles Kerl is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 15 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 California Street 23rd Floor, San Francisco, CA, 94111
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Regulatory History (1)
Criminal
September 2006Other Business Activities
Charles is a partner at Bear Unlimited LLC, a real estate company. He spends minimal time on administrative and property management tasks outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations38 states
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
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