KC
CFP
KC
CFP
Kevin Calandro is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 40 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
8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225
Get directionsHistory
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 2012Closed-No Action
Regulatory
February 2009Final
Customer Dispute
December 2002Denied
Customer Dispute
September 2001Denied
Customer Dispute
January 2001Denied
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
Morgan StanleyBroker
May 2021 - Present · 5 yrs
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 Registrations33 states
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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.