Krystle Seitz is a registered investment advisor at Morgan Stanley, based in Lancaster, PA, with 6 years of industry experience. Krystle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
300 Granite Run Drive, Suite 300, Lancaster, PA, 17601
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Regulatory History (2)
Financial
July 2024Financial
October 2019Other Business Activities
Krystle is a sole proprietor/owner of Krystle Sights, offering alternative health, energy healing, sound healing, music performance, writing, authorship, and publication services, dedicating a few hours per week. Krystle also serves as a Notary Public, spending minimal time on administrative tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations46 states
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
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