KQ
KQ

Kevin Queally

39 Years of Experience
Wellesley, MA
Broker

Kevin Queally is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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

112 Worcester Street, Wellesley, MA, 02481

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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

Kevin is involved with a trust in Greenlawn, New York since 1999, which is investment related. This activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1996 - November 2008 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1986 - November 2008 · 21 yrs 11 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPARISCTNTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.