Kathryn OrlickCRD Number: 5961948
Current Firm: Morgan Stanley
Kathryn Orlick (CRD# 5961948) is an Investment Advisor Representative working at Morgan Stanley in Winston Salem, NC and has over 3 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Morgan Stanley||Winston Salem, NC||Jul 2011 - Current||5|
|Middle Tennessee State University||Murfreesboro, TN||Mar 2007 - Jul 2011||4|
|Appalachian State University||Boone, NC||Aug 2001 - May 2007||5|
|Appalachian State University||Boone, NC||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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