KM
KM

Karla Mott

7 Years of Experience
Naples, FL
Broker

Karla Mott is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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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

Karla works as an independent contractor for Body Crafters Inc, providing personal fitness training and group classes since 2009. This activity, which is not investment-related, takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
May 2018 - Present · 8 yrs
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Karla Mott - Financial Advisor | TrueAdvisor