Katherine Karr is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 7 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
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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 StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Morgan Stanley
October 2021 - July 2024 · 2 yrs 9 mos
Morgan StanleyBroker
October 2021 - July 2024 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - December 2020 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2018 - December 2020 · 2 yrs 11 mos
Swbc Investment Company
May 2017 - December 2017 · 7 mos
Swbc Investment Services, LLCBroker
April 2017 - December 2017 · 8 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.