Marie Gilman Klein
Investment adviser representative at Morgan Stanley Investment Management Inc.
10 yearsExperience
1 stateRegistered in
$702.2BFirm assets
45 yearsFirm in business
Are you Marie Gilman Klein? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Morgan Stanley Investment Management Inc.Feb 2022 to now
- Eaton Vance Distributors, Inc.Jan 2022 to now
- Morgan Stanley Distribution, Inc.Nov 2019 to Jan 2022
- Morgan Stanley Investment Management Inc.Nov 2019 to Jan 2022
- John Hancock Advisers, LLCNov 2018 to Oct 2019
- John HancockJan 2018 to Oct 2019
- John Hancock Funds, LLCJan 2018 to Oct 2019
- Vacation Time Between Old and New JobNov 2017 to Jan 2018
- 451 ResearchSep 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Morgan Stanley Investment Management Inc.
$702.2BAssets managed
22,803Clients
20Advisers
45 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
- 6904329
- Firm CRD
- 110353