KL
KL

Kenneth Levene

37 Years of Experience
Short Hills, NJ
Broker

Kenneth Levene is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 37 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

150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078

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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

Kenneth is a board member of The Federal Drug Agents Foundation since 2016. This is a non-investment related activity and involves donating his time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2002 - June 2008 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2008 · 14 yrs 11 mos
Lehman Brothers INC.Broker
June 1989 - July 1993 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1988 - May 1989 · 1 yr 2 mos
State Registrations31 states
AZCACTDCFLGAHIILMAMDMIMNMONCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.