KD
KD

Kent Davis

41 Years of Experience
Wyomissing, PA
Broker

Kent Davis is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, with 41 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

1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kent works as a snowboard instructor at Bear Creek Mountain Resort since 2005. This takes about 10-20% of his time and does not occur during securities trading hours.

Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 6 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
February 1988 - July 1993 · 5 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1985 - February 1988 · 3 yrs
State Registrations23 states
AZCACOCTDCDEFLGAIDLAMAMDMEMINCNJNYOHORPASCVAWA
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.