Lindsey Kohler is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, 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
Loading...
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
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 Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Summit Financial, LLC
January 2019 - July 2019 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - July 2019 · 10 mos
Summit Equities INC
November 2017 - December 2018 · 1 yr 1 mo
Summit Financial Resources INC
November 2017 - September 2018 · 10 mos
Summit Equities, INC.Broker
November 2017 - September 2018 · 10 mos
Ftb Advisors, INC.
October 2016 - October 2017 · 1 yr
Ftb Advisors, INC.Broker
June 2016 - October 2017 · 1 yr 4 mos
State Registrations47 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.