Kristin
Torres

Morgan Stanley

CRD#2085193
Investment Advisor
in Portland, OR
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About this Advisor

Kristin Torres is a financial advisor who works in Portland, Oregon. Currently a registered advisor with Morgan Stanley, Torres has 11 years of experience as an investment advisor. Torres maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Torres can operate based out of Oregon, Washington and Texas. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc (7691), Bank Of America, Na, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of Portland, Oregon, and has 702 locations in the nation. In total, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 client accounts and retains more than 26,000 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley offers 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

11 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

760 Sw 9Th Avenue Suite 2100
Portland, OR 97205

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

OR Average: 88
Total Number of Accounts

1,815,592

OR Average: 3,892
Average Account Size

$401,659

OR 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

Kristin Torres Work History

Kristin has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2013 - Present (6 years)

Morgan Stanley

2010 - 2013 (3 years)

Bank Of America, Na

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2009 - 2013 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc (7691)

2007 - 2009 (2 years)

Citigroup Global Markets Inc

Disclosures

Kristin Torres has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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