KB
KB

Katie Barnett

2 Years of Experience
Santa Monica, CA
Broker

Katie Barnett is a registered investment advisor at Morgan Stanley, based in Santa Monica, CA, with 2 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

100 Wilshire Boulevard, Suite 1900, Santa Monica, CA, 90401

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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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Other Business Activities

Katie is a sole proprietor and owner of a rental property in Venice, California, since June 2022. She dedicates minimal time outside of business hours to managing the rental property.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
State Registrations31 states
AKARAZCACOCTFLGAIAIDILINMAMDMEMNMOMTNJNVNYOHOKORPATNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Katie Barnett - Financial Advisor | TrueAdvisor