Kimberly
Greenberg
Morgan Stanley
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About this Advisor
Kimberly Greenberg is a financial advisor who works in New York, New York with a total of 1 year of relevant experience. Greenberg is an advisor for Morgan Stanley. Throughout their career, Greenberg has worked at Barclays Capital Inc, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Greenberg maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in Connecticut, New York and Texas. Morgan Stanley is a registered investment company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets among its 2,233,188 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The firm performs a number 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. Financial management fee schedules typically are based on the type of financial services offered. Fees billed by Morgan Stanley can consist of some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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 Greenberg Work History
Kimberly has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Ubs Financial Services Inc
Barclays Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberly Greenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Saint Louis, MO
Purchase, NY
Billings, MT
Columbia, SC
Walnut Creek, CA
Miami, FL
Pueblo, CO
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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