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About this Advisor
Kimberly Cutler is an advisor who works in Torrance, California. Currently an investment advisor at Morgan Stanley, they have gathered 11 years of experience as a registered advisor. Cutler holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Cutler is registered to act as a financial advisor in California and Texas. Their career trajectory has included roles at Citigroup Global Markets, Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Torrance, California, and has 702 additional locations across the nation. In aggregate, Morgan Stanley manages $729 billion in assets covering 1,815,592 accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 1,188,715 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 1,815,592 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley can offer 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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Kimberly Cutler Work History
Kimberly has 12 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets, Inc
Kimberly Cutler has no disclosures.
Please visit their SEC profile for more details.
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