KW
KW

Kristen Wright

11 Years of Experience
Atlanta, GA
Broker

Kristen Wright is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

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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

Kristen is a sole proprietor/owner in an agriculture business since October 2024. She dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
April 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
May 2018 - March 2020 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
May 2018 - March 2020 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - May 2018 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - May 2018 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.