Kevin Dickey is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 38 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
5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244
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Regulatory History (1)
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Customer Dispute
November 1995Settled
Other Business Activities
Kevin is a partner in Balka LLC, which holds rental properties in Dallas, TX, since 2017. He also owns a rental property in Watersound, FL, since 2019.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.Broker
November 2002 - January 2009 · 6 yrs 2 mos
UBS Financial Services INC.
November 2002 - January 2009 · 6 yrs 2 mos
Salomon Smith Barney INC.
January 1995 - November 2002 · 7 yrs 10 mos
Salomon Smith Barney INC.Broker
January 1995 - November 2002 · 7 yrs 10 mos
Kidder, Peabody & CO. IncorporatedBroker
June 1993 - January 1995 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1989 - June 1993 · 4 yrs 4 mos
E.I. Sales, INC.Broker
November 1988 - March 1989 · 4 mos
New England Securities CorporationBroker
March 1988 - December 1988 · 9 mos
Fidelity Brokerage Services, INC.Broker
May 1987 - March 1988 · 10 mos
State Registrations27 states
ARAZCACODCFLGAILLAMAMDMNMTNCNHNJNMNVNYOKPARISCTNTXVAWA
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.