Kevin Tritsch is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 36 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1995 - June 2023 · 28 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - June 2023 · 28 yrs 1 mo
Painewebber IncorporatedBroker
January 1995 - May 1995 · 4 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1993 - January 1995 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
August 1990 - August 1993 · 3 yrs
Prescott, Ball & Turben, INC.Broker
January 1990 - August 1990 · 7 mos
Gulfstream Financial Associates, INC.Broker
May 1989 - January 1990 · 8 mos
State Registrations14 states
CACOFLGAIDLAMDMONJNYPATNTXVA
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.