TK
TK

Tatyana Kjellberg

11 Years of Experience
Roseville, CA
Broker

Tatyana Kjellberg is a registered investment advisor at Morgan Stanley, based in Roseville, CA, 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

1478 Stone Point Drive, Suite 500, Roseville, CA, 95661

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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

Tatyana is in a successor role for a trust since January 2022. She is also the Vice President of the Del Oro Band Booster Board since July 2023, dedicating minimal time during business hours and a few hours per week after business hours to administrative and fundraising activities.

Employment History
Current Registrations
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Morgan StanleyBroker
December 2014 - Present · 11 yrs 5 mos
State Registrations23 states
ALAZCACOFLGAHIIAIDILINMDMONCNMNVNYOKORTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.