Katherine
Ten Bosch

Morgan Stanley

CRD#6384129
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Katherine Ten Bosch is an advisor in Woodland Hills, California. Currently an advisor with Morgan Stanley, they have accrued 10 years of work experience as a financial advisor. Ten Bosch holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Ten Bosch is registered to operate in California. During their career, Ten Bosch has held roles at Homemaker, Morgan Stanley, Wells Fargo and Target. Morgan Stanley is located in Woodland Hills, California, and has 702 additional offices throughout the nation. In total, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

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

Yes

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

Katherine Ten Bosch Work History

Katherine has 10 years of experience.

2014 - Present (5 years)

Morgan Stanley

2012 - 2014 (2 years)

Wells Fargo

2010 - 2012 (2 years)

Target

2008 - 2010 (2 years)

Homemaker

Disclosures

Katherine Ten Bosch has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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