Isabelle Kling
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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 StanleyAug 2026 to now
- Dsm Property Collective, LLCJan 2026 to now
- Bar NicoApr 2025 to now
- J.P. Morgan Securities LLCMar 2026 to Aug 2026
- JPMorgan Chase Bank, N.A.Mar 2026 to Aug 2026
- S Joseph and Sons IncJan 2026 to Feb 2026
- Caribou Coffee Co IncSep 2023 to Mar 2025
- Principal Financial GroupMay 2022 to Dec 2025
- Associate StaffingMar 2022 to May 2022
- UnemployedFeb 2022 to Feb 2022
- Guild MortgageSep 2021 to Jan 2022
- Pacific Personnel Services, Inc.Jun 2021 to Sep 2021
- Trinity Property ConsultantsJun 2021 to Sep 2021
- Elliott Street Investments LtdFeb 2021 to May 2021
- Richdale ApartmentsFeb 2021 to May 2021
- UnemployedAug 2018 to Jan 2021
- Red LobsterMay 2018 to Jul 2018
- UnemployedSep 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7544915
- Firm CRD
- 149777