KC
KC

Kevin Clements

35 Years of Experience
Dallas, TX
Broker

Kevin Clements is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 35 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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History

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.

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Other Business Activities

Kevin is the sole proprietor/owner of Clements Properties LLC (since 2018) and Clements Properties Florida LLC (since 2022), both real estate businesses. He spends minimal time on these investment-related activities outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 1999 - June 2009 · 10 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1999 - June 2009 · 10 yrs 1 mo
Charles Schwab & CO., INC.Broker
July 1993 - April 1999 · 5 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1992 - May 1993 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1990 - October 1991 · 1 yr 4 mos
Ifp, IncorporatedBroker
May 1989 - June 1990 · 1 yr 1 mo
Anchor National Financial Services, INC.Broker
January 1989 - May 1989 · 4 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Clements - Financial Advisor | TrueAdvisor