KC
KC

Kristina Charles

5 Years of Experience
El Segundo, CA
Broker

Kristina Charles is a registered investment advisor at Morgan Stanley, based in El Segundo, CA, with 5 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

2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245

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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

Kristina owns and manages rental properties in Phoenix, Arizona and Valley Village, California since July 2021. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Rockefeller Capital Management
November 2021 - November 2023 · 2 yrs
Rockefeller Financial LLCBroker
November 2021 - November 2023 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2020 - November 2021 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2020 - November 2021 · 1 yr 4 mos
State Registrations36 states
AKALAZCACOCTDCDEFLGAHIIDILINKSMAMDMIMNMONCNENHNJNMNVNYORPASCSDTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.