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Katharine Kurtz

7 Years of Experience
Charlotte, NC
Broker

Katharine Kurtz is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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History

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.

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Other Business Activities

Katharine is a partner in Vici Homes LLC, a real estate business, since 2020. She dedicates minimal time to this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
April 2018 - Present · 8 yrs 1 mo
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Katharine Kurtz - Financial Advisor | TrueAdvisor