Kimberly
Cutler

Morgan Stanley

CRD#5404948
Investment Advisor
in Torrance, CA

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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

Series 66

Years of Experience

12 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

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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

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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

Kimberly Cutler Work History

Kimberly has 12 years of experience.

2015 - Present (5 years)

Morgan Stanley Private Bank, National Association

2009 - Present (11 years)

Morgan Stanley Smith Barney

2008 - Present (12 years)

Citigroup Global Markets, Inc

Disclosures

Kimberly Cutler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Pasadena, CA
Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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