Gloria
Kim

Morgan Stanley

CRD#5744837
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Gloria Kim is a financial advisor working out of Woodland Hills, California, with 10 years of work experience. Kim is an advisor for Morgan Stanley. Over the course of their career, Kim has held roles at Ernst And Young, Homemaking, Harbert Management Corporation, Morgan Stanley Smith Barney LLC, Armory Funds and Morgan Stanley Private Bank, National Association. Kim has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in California. Morgan Stanley is an advisory firm based in Woodland Hills, California. It has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in assets between its 1,724,668 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 283 charitable organizations. Morgan Stanley offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically vary depending on the type of services provided. However, fees billed by Morgan Stanley most likely consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

21650 Oxnard St. Suite 1800
Woodland Hills, CA 91367

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gloria Kim Work History

Gloria has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Smith Barney LLC

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 years)

Homemaking

2012 - 2014 (2 years)

Armory Funds

2011 - 2011 (0 years)

Harbert Management Corporation

2011 - 2012 (1 years)

Homemaking

2009 - 2011 (2 years)

Ernst And Young

2008 - 2009 (1 years)

Homemaking

Disclosures

Gloria Kim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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