KB
CFP
KB
CFP
Kevin Butler is a CFP-designated registered investment advisor at Morgan Stanley, based in Norwell, MA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
141 Longwater Drive, Suite 102, Norwell, MA, 02061
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2020Award / Judgment
Regulatory
May 2002Final
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
September 1984 - July 1993 · 8 yrs 10 mos
First Jersey Securities, INC.Broker
July 1983 - July 1984 · 1 yr
State Registrations35 states
AKAZCACOCTDCDEFLGAHIIDILKSMAMDMEMIMONCNHNJNVNYOHORPARISCSDTNTXVAVTWAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.