Katerina Berezovsky (CRD# 7526991) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 4896689
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | New York, NY | Jul 2023 - Current | < 1 |
| Exclusive Management Solutions Group | New York, NY | Sep 2022 - May 2023 | < 1 |
| Baruch College | New York, NY | Aug 2019 - May 2023 | 3 |
| Morgan Stanley | New York, NY | Jun 2022 - Aug 2022 | < 1 |
| Exclusive Management Solutions Group | New York, NY | Dec 2021 - May 2022 | < 1 |
| Liebmans Deli | New York, NY | Jun 2019 - Aug 2019 | < 1 |
| Westchester Hebrew High School | Mamaroneck, NY | Sep 2015 - Jun 2019 | 3 |
| Kinneret Day School | Bronx, NY | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NY
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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