Katherine
Martin
Morgan Stanley
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About this Advisor
Katherine Martin is a financial advisor based in Dallas, Texas, working with Morgan Stanley. Katherine has previously held positions at Cahaba Wealth Management, Boys & Girls Club Of West Al, Full Time Student, Compass Bank, Bbva Securities Inc, Triad Advisors, Inc, Meld Financial, The University Of Alabama, College Of Hes, Alabama Credit Union, The University Of Alabama, Bbva Wealth Solutions, Inc, Raymond James & Associates, Inc, and Morgan Stanley. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Katherine is part of Morgan Stanley, which operates out of Dallas, Texas. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Katherine Martin Work History
Morgan Stanley
Raymond James & Associates, Inc
Bbva Wealth Solutions, Inc
Compass Bank
Bbva Securities Inc
Cahaba Wealth Management
Triad Advisors, Inc
Meld Financial
Alabama Credit Union
The University Of Alabama, College Of Hes
Alabama Credit Union
Boys & Girls Club Of West Al
Full Time Student
The University Of Alabama
Disclosures
Please visit the SEC profile of Katherine Martin 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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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