KL
KL

Kostantina Livesay

8 Years of Experience
Westport, CT
Broker

Kostantina Livesay is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 8 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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 →
Employment History
Current Registrations
Morgan Stanley
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
May 2017 - Present · 9 yrs
State Registrations28 states
AZCACOCTDCFLGAIDILMAMDMSNCNHNJNVNYOHOKORPARISCTXUTVAVTWA
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.