KK
KK
Kurt Krokenberger
11 Years of Experience
Rochester, NY
1 DisclosureBroker
Kurt Krokenberger is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 11 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
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Criminal
August 2011Final Disposition
Other Business Activities
Kurt works as a custodian in Ocala, Florida. This investment-related activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
December 2014 - Present · 11 yrs 5 mos
Morgan StanleyBroker
December 2014 - Present · 11 yrs 5 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.