KA
KA

Kathrine Andrews

5 Years of Experience
Sacramento, CA
Broker

Kathrine Andrews is a registered investment advisor at Morgan Stanley, based in Sacramento, CA, 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

400 Capitol Mall, Suite 1900, Sacramento, CA, 95814

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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

Kathrine owns rental properties, one since 2013 and another since 2020, and performs accounting/bookkeeping tasks related to the latter. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
State Registrations36 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.
Kathrine Andrews - Financial Advisor | TrueAdvisor