Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
12yrs
Karsten Siebert has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Washington, District of Columbia. Karsten has been with Truist Advisory Services since 2022; before that, Karsten spent four years at Merrill. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1445 New York Avenue NW, Washington, DC 20005
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowTruist Advisory Services, Inc.Current firm
- 2014 – 2018MerrillPreviously
Contact Karsten
1445 New York Avenue NWWashington, DC 20005Office · Get directions Firm main line(800) 874-4770Headquarters: Truist Advisory Services · Atlanta, GA Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Karsten
Tailored to Karsten’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Karsten
How do I contact Karsten?
Call Truist Advisory Services at (800) 874-4770 and ask for Karsten Siebert. Karsten works from the Washington, DC office.
How long has Karsten been a financial advisor?
Karsten has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Karsten hold?
Series 66. Tap any license on this page to see what it allows.
Is Karsten a fiduciary?
Karsten is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karsten paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Karsten 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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