Kimberly Ann Turner
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Kimberly Ann Turner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyMar 2019 to now
- Tiffany & Co.Sep 2018 to Mar 2019
- Private Client ServicesApr 2018 to Oct 2018
- Prime Capital Investment Advisors, LLCAug 2017 to Sep 2018
- Cambridge Investment Research, Inc.Sep 2016 to Apr 2018
- Lawing Financial, IncSep 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2828800
- Firm CRD
- 149777