Kimberly
Cutler

Morgan Stanley

CRD#5404948
Investment Advisor
in Torrance, CA
Are you Kimberly Cutler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kimberly Cutler is a financial advisor working in Torrance, California, with 10 years of work experience. Cutler currently works for Morgan Stanley. Their career trajectory has included roles at Citigroup Global Markets, Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Cutler has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Morgan Stanley is an advisory firm headquartered in Torrance, California. It has offices in 702 locations and a total of 26,000 financial advisors. It controls $735 billion in assets across its 1,724,668 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 283 charities and foundations. Morgan Stanley provides a wide assortment of services, including 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. Fees for financial advisory services are based on which service is offered. Fees billed by Morgan Stanley most likely are comprised of 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

No

Office Location

21250 Hawthorne Blvd Suite 650
Torrance, CA 90503

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Kimberly Cutler Work History

Kimberly has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2008 - Present (11 years)

Citigroup Global Markets, Inc

Disclosures

Kimberly Cutler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started