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KC
CFP
KC
CFP

Kevin Calandro

Morgan Stanley
40 Years of Experience
Dallas, TX
5 DisclosuresBroker
View SEC Summary
View SEC Summary

Kevin Calandro is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 40 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2012
Closed-No Action
Regulatory
February 2009
Final
Customer Dispute
December 2002
Denied
Customer Dispute
September 2001
Denied
Customer Dispute
January 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin is a member of the Advisory Council for the Dallas Foundation since April 2022. He serves as an ambassador, participates in educational events, and provides insights to the Dallas Foundation, dedicating minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs 5 mos
Morgan StanleyBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - June 2021 · 12 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - June 2021 · 12 yrs 1 mo
Smh Capital INC.
June 2006 - May 2009 · 2 yrs 11 mos
Smh Capital Advisors, INC.
April 2004 - December 2006 · 2 yrs 8 mos
Smh Capital INC.Broker
October 2002 - May 2009 · 6 yrs 7 mos
Lehman Brothers INC.Broker
September 2000 - November 2002 · 2 yrs 2 mos
Painewebber IncorporatedBroker
January 1995 - September 2000 · 5 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1994 - January 1995 · 8 mos
Bear, Stearns & CO. INC.Broker
September 1988 - May 1994 · 5 yrs 8 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
February 1986 - September 1988 · 2 yrs 7 mos
State Registrations39 states
ALARAZCACOCTDEFLGAIDILKSLAMAMDMEMIMNMSMTNCNHNJNMNYOHOKORPAPRRISCTNTXUTVAVTWAWI
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.
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