Top Wealth + Best-in-State · rank 2 · Glens Falls, New York · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “KATHLEEN","ind_middlename":"REDINGTON","ind_lastname":"GRASMEDER" ... "firm_name":"MORGAN STANLEY","branch_city":"Glens Falls","branch_state":"NY","branch_zip":"12801"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “"firm_id":"149777","firm_name":"MORGAN STANLEY","firm_bd_full_sec_number":"8-68191","firm_ia_full_sec_number":"801-70103"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firm_name":"MORGAN STANLEY","ind_bc_scope":"Active","ind_ia_scope":"Active","firm_bd_full_sec_number":"8-68191","firm_ia_full_sec_number":"801-70103"” — sec_finra_regulatory
- Team name — The Table Rock Group (high)
- “Team Name: The Table Rock Group” — forbes_shook
- “The Morgan McReynolds Group and the Grasmeder Group have joined forces to form The Table Rock Group.” — firm_official
- Team size — 18 (medium)
- “Today, Grasmeder leads an 18-person team serving roughly 2,600 client relationships.” — forbes_shook
- CRD — 2824071 (high)
- “"ind_source_id":"2824071","ind_firstname":"KATHLEEN","ind_middlename":"REDINGTON","ind_lastname":"GRASMEDER"” — sec_finra_regulatory
- Years experience — 29 (high)
- “"ind_lastname":"GRASMEDER","ind_bc_disclosure_fl":"N","ind_approved_finra_registration_count":1,"ind_employments_count":2,"ind_industry_cal_date":"1996-12-31"” — sec_finra_regulatory
- Designations — — (medium)
- “Kathleen Grasmeder is a Managing Director, Senior Portfolio Management Director, and lead Financial Advisor of The Table Rock Group at Morgan Stanley.” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “Team Assets (Custodied): $1.8B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum Account Size for New Business: $250K” — forbes_shook
- Typical client net worth ($M) — 10.75 (high)
- “Typical Net Worth of Relationships: $1.5-20M” — forbes_shook
- Client niche — multigenerational upstate New York families and small-town/community clients (medium)
- “Their relationships with their clients and community spans generations.” — firm_official
- “Table Rocks have been safe, stable places for families to meet. Oneonta has its own Table Rock where generations of Oneontans have hiked and picnicked, while surveying views of two counties.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-table-rock-group (high)
- “The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — At The Table Rock Group, we practice total wealth management—working with clients to create a customized plan designed to help build wealth, reduce taxes, and support overall financial wellness. (low)
- “At The Table Rock Group, they practice total wealth management—working with clients to create a customized plan designed to help build wealth, reduce taxes, and support overall financial wellness.” — firm_official
- Differentiators — total wealth management: build wealth, reduce taxes, support financial wellness, client and community relationships spanning generations, listens to clients' needs and wishes before planning, merger of two established teams (Morgan McReynolds Group + Grasmeder Group), stability and strength symbolized by the Table Rock landmark (low)
- “At The Table Rock Group, they practice total wealth management—working with clients to create a customized plan designed to help build wealth, reduce taxes, and support overall financial wellness.” — firm_official
- “The name is taken from familiar Oneonta and Adirondacks landmarks, known for their strength and stability and as a congenial place for families to meet.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- “Kathy Grasmeder - Morgan Stanley Wealth Management” — forbes_shook
- Books published — 0 (medium)
- “Kathleen Grasmeder is a Managing Director, Senior Portfolio Management Director, and lead Financial Advisor of The Table Rock Group at Morgan Stanley.” — firm_official
- Linkedin url — https://www.linkedin.com/in/kathy-grasmeder-26aa6a29 (medium)
- “Kathy Grasmeder - Financial Advisor at Morgan Stanley” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “The Table Rock Group at Morgan Stanley | Glens Falls NY” — social_or_third_party_db
- “Kathy Grasmeder - Financial Advisor at Morgan Stanley” — social_or_third_party_db
- Press awards — Morgan Stanley Chairman's Club, 2019-2025, Morgan Stanley President's Club, 2010-2018, Morgan Stanley Wealth Management MAKERS Class of 2021, Barron's 2015 Top Teams (predecessor Morgan McReynolds Group), Chair, Board of Trustees, SUNY Adirondack (low)
- “She was also a member of Morgan Stanley's President's Club from 2010 to 2018, and the prestigious Chairman's Club from 2019 to 2025.” — firm_official
- “One of Barron's 2015 top teams -- the Morgan McReynolds Group -- with the experienced Grasmeder Group.” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search