Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
31yrs
Katherine Woods is a fiduciary financial advisor in Albuquerque, New Mexico, with 31 years in the industry. Katherine joined Morgan Stanley in 2017, after less than a year at Morgan Stanley & Co.. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office6565 Americas Parkway Suite 400, Albuquerque, NM 87110
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMorgan StanleyCurrent firm
- 2014 – 2017Morgan StanleyPreviously
- 2009 – 2013Morgan StanleyPreviously
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Katherine
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Katherine. 6565 Americas Parkway Suite 400Albuquerque, NM 87110Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Katherine
Tailored to Katherine’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Katherine
How do I contact Katherine?
Call Morgan Stanley at (914) 225-5510 and ask for Katherine Woods. Katherine works from the Albuquerque, NM office.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does Katherine hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Katherine for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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