KC
KC
Kevin Cardenas
39 Years of Experience
San Francisco, CA
2 DisclosuresBroker
Kevin Cardenas is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 39 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
555 California Street, 35th Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2002Settled
Customer Dispute
April 2001Denied
Other Business Activities
Kevin is a board member of BCTV, a bilingual children's television program, since 2016. He is also a guitarist for The Marchmen band since 2018.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 1986 - April 2007 · 20 yrs 9 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.