KS
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Kathryn Schlick

6 Years of Experience
Las Vegas, NV
1 DisclosureBroker

Kathryn Schlick is a registered investment advisor at Morgan Stanley, based in Las Vegas, NV, with 6 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

8548 Rozita Lee Avenue, Suite 400, Las Vegas, NV, 89113

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History

Regulatory History (1)
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Financial
April 2017
Final
Other Business Activities

Kathryn is a sole proprietor/owner of a consulting business in Las Vegas, Nevada, starting in January 2025. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
May 2019 - Present · 7 yrs
State Registrations18 states
CADEFLGAILINMIMTNCNENMNVNYOKORPATXVA
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.
Kathryn Schlick - Financial Advisor | TrueAdvisor