Katherine
Morley
Morgan Stanley Investment Management Inc
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About this Advisor
Katherine Morley is a financial advisor who works in Boston, Massachusetts with 1 year of relevant experience. Morley currently works for Morgan Stanley Investment Management Inc. The advisor has gained experience at Eaton Vance Management, Eaton Vance Distributors, Inc, Providence College, State Street Corporation, Day Care, Morgan Stanley Distribution, Inc and Morgan Stanley Investment Management, Inc. Morley maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Morgan Stanley Investment Management Inc is a registered investment company that has its headquarters in New York, NY. The company has offices in eight locations and a total of 551 advisors. It oversees $491 billion in total assets across its 26,817 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 11 charities and foundations. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fees charged by Morgan Stanley Investment Management Inc most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Investment Management Inc Brokerage Details
$490,556,404,670
551
26,817
$18,292,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Katherine Morley Work History
Katherine has been registered as a financial advisor for 1 years.*
Eaton Vance Management
Morgan Stanley Distribution, Inc
Morgan Stanley Investment Management, Inc
Eaton Vance Management
Eaton Vance Distributors, Inc
Eaton Vance Management
Eaton Vance Distributors, Inc
Eaton Vance Management
Eaton Vance Distributors, Inc
Day Care
State Street Corporation
Providence College
*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 Katherine Morley 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 Investment Management Inc
New York, NY
Chicago, IL
Conshohocken, PA
New York, NY
Boston, MA
New York, NY
Conshohocken, PA
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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