KM
KM

Kristyn Mcneill

7 Years of Experience
Green Bay, WI
Broker

Kristyn Mcneill is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 7 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

111 North Washington Street, Suite 410, Green Bay, WI, 54301

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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

Kristyn is an employee of Get Together LLC, an entertainment company, since October 2019. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.