Kimberli Lo is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberli owns rental property in Honolulu, Hawaii since 2022. She is also a co-owner of Groko, LLC, a rental property, since 2023, spending minimal time on these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Bankoh Advisors
Bankoh Investment Services, INC.Broker
State Registrations45 states
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