KM
KM

Karen Myers

45 Years of Experience
St. Paul, MN
Broker

Karen Myers is a registered investment advisor at Morgan Stanley, based in St. Paul, MN, with 45 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

380 Saint Peter Street, Suite 1000, St. Paul, MN, 55102

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History

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.

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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 1997 - April 2007 · 9 yrs 5 mos
John G. Kinnard and Company, IncorporatedBroker
February 1989 - November 1997 · 8 yrs 9 mos
Shearson Lehman Hutton INC.Broker
February 1988 - March 1989 · 1 yr 1 mo
E. F. Hutton & Company INCBroker
December 1980 - February 1988 · 7 yrs 2 mos
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Karen Myers - Financial Advisor | TrueAdvisor