KC
KC

Kristin Carter

9 Years of Experience
Washington, DC
Broker

Kristin Carter is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 9 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

1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006

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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

Kristin is a member of the Board of Directors for Meals on Wheels, a charity that delivers meals to homebound people. She helps with operating decisions, event planning, and marketing assistance, dedicating minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
May 2018 - December 2020 · 2 yrs 7 mos
UBS Financial Services INC.Broker
October 2016 - December 2020 · 4 yrs 2 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.