KM
KM

Kathryn Martin

5 Years of Experience
Wyomissing, PA
Broker

Kathryn Martin is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, 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

1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610

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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

Kathryn is the president of LETIP of Mechanicsburg, spending a few hours per week hosting meetings. She also serves on the board and a committee for Community in Schools of Pennsylvania, dedicating minimal time monthly.

Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2023 - May 2025 · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
August 2023 - May 2025 · 1 yr 9 mos
Northwestern Mutual Investment Services,llc
February 2023 - September 2023 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
January 2023 - September 2023 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - December 2022 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2020 - December 2022 · 2 yrs 9 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kathryn Martin - Financial Advisor | TrueAdvisor