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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Kristin Torres Work History
Kristin has 11 years of experience.
Morgan Stanley Private Bank, National Association
Bank Of America, Na
Morgan Stanley Smith Barney
Merrill Lynch, Pierce, Fenner & Smith Inc (7691)
Citigroup Global Markets Inc
Kristin Torres has no disclosures.
Please visit their SEC profile for more details.