Kathryn
Berkenpas

Morgan Stanley

CRD#4874620
Investment Advisor
in Washington, DC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kathryn Berkenpas is a certified financial planner working out of Washington, District Of Columbia who has 1 year of relevant experience. Berkenpas currently works for Morgan Stanley. Throughout their career, they have worked at Missionsquare Retirement and Morgan Stanley. Berkenpas maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in District Of Columbia. Morgan Stanley is a business based out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in assets across its 2,233,188 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. 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. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types billed by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

1775 I Street, North West Suite 200
Washington, DC 20006

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

$1,185,061,196,999

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

28,000

DC Average: 88
Total Number of Accounts

2,233,188

DC Average: 3,892
Average Account Size

$530,659

DC Average: $1,917,921

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

Kathryn Berkenpas Work History

Kathryn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2006 - 2022 (16 years)

Missionsquare Retirement

*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 Kathryn Berkenpas 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

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
Ellen Spitz
Garden City, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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