Kevin Lavery is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin serves on the board of directors for the Virginia Tech Alumni Association, dedicating minimal time to attending meetings and discussing university activities. Kevin also has 50% ownership with his spouse in C-View LLC, an LLC to hold a family-owned vacation home, requiring minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wheat, First Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Wheat, First Securities, INC.Broker
State Registrations40 states
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