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Kevin Edwards is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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Regulatory History (1)
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Criminal
August 1979Final Disposition
Other Business Activities
Kevin is involved with a trust in Greenwich, Connecticut since 1997. This investment-related activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
Wachovia Securities, LLC
July 2003 - June 2005 · 1 yr 11 mos
Wachovia Securities, LLCBroker
July 2003 - June 2005 · 1 yr 11 mos
Prudential Securities Incorporated
October 2000 - July 2003 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
January 1990 - July 2003 · 13 yrs 6 mos
Shearson Lehman Hutton INC.Broker
April 1988 - February 1990 · 1 yr 10 mos
E. F. Hutton & Company INCBroker
November 1983 - April 1988 · 4 yrs 5 mos
State Registrations21 states
CACOCTDCDEFLGAILINMAMDNCNJNYOHOKPARISCTXVT
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.