Role at Morgan Stanley Institutional Investment Advisors
- Title on Schedule A
- Vice President
- Control
- Karen Robinson is a control person of Morgan Stanley Institutional Investment Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Karen Robinson has held the filed role since August 2026.
The firm
Form ADV filed 20 August 2026
Career on record
Karen Robinson has been registered through Morgan Stanley Institutional Investment Advisors since June 2024.
- Fiduciary Consulting GroupCurrent– present · 2 yearsGreenwood Village, CO · Adviser representative · Firm CRD 149122
- Cook Street Consulting, Inc.– · 2 yearsGreenwood Village, CO · Adviser representative · Firm CRD 112829
- Passed Series 7 · 2002
- Passed Series 65 · 1998
Registrations and exams
Karen Robinson has a current investment-adviser registration in Colorado and Texas and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Colorado | Investment adviser representative | Approved | 25 June 2024 |
| Texas | Investment adviser representative | Approved | 25 June 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 1998 |
| Series 7 | General Securities Representative Examination | 16 October 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Karen M Robinson
- CRD
- 3135236
- Registration status
- Investment adviser registration
- Office
- 5299 DTC BLVD., SUITE 1000, Greenwood Village, CO 80111
- Firm bio
- msiia.morganstanley.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Morgan Stanley’s Fiduciary Consulting Group identifies Karen M. Robinson as a member of its Investment Committee. The page lists her B.S. in Business Administration (Finance) from the University of Colorado at Boulder. Official firm group biography
Education
- B.S. in Business Administration (Finance), University of Colorado at BoulderOfficial firm group biography
Common questions
Where does Karen Robinson work?
Karen Robinson has been Vice President of Morgan Stanley Institutional Investment Advisors LLC since August 2026, and is a control person of the firm.
Is Karen Robinson a financial advisor?
Yes. Karen Robinson has a current investment-adviser registration in Colorado and Texas, through Morgan Stanley Institutional Investment Advisors since June 2024, as of 17 October 2026.
How many years of experience does Karen Robinson have?
Karen Robinson has worked in the financial industry for 4 years as of 17 October 2026, counted from 16 February 2022, across 2 adviser firms.
What exams has Karen Robinson passed?
Karen Robinson has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in September 1998.
Where is Karen Robinson based?
Karen Robinson’s registered office is in Greenwood Village, CO.
Leadership at Morgan Stanley Institutional Investment Advisors
- Jeremiah FranceManager (board of Managers), Chairman, Chief Executive Officer
- Jayson DavidsonVice President
- Daniel GambleVice President
- Scott McIntoshVice President
- Tevfik PekerManager (board of Managers) and President
- Marc GordonChief Financial Officer
- Christopher GarganoChief Compliance Officer