KH
KH

Kristy Hernandez

12 Years of Experience
Long Beach, CA
Broker

Kristy Hernandez is a registered investment advisor at Morgan Stanley, based in Long Beach, CA, 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
Loading...

Location

3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806

Get directions

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.

Learn about disclosures →
Other Business Activities

Kristy works as an independent contractor in photography since 2008. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
January 2015 - April 2024 · 9 yrs 3 mos
RBC Capital Markets, LLCBroker
January 2015 - April 2024 · 9 yrs 3 mos
Cetera Advisors LLC
February 2014 - January 2015 · 11 mos
Cetera Advisors LLCBroker
November 2013 - January 2015 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.