RK
RK

Ronald Kern

29 Years of Experience
San Antonio, TX
Broker

Ronald Kern is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 29 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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

Ronald is a limited partner in a family limited partnership that holds investments. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
The Quantitative Group, L.P.
September 2005 - December 2011 · 6 yrs 3 mos
Wfg Advisors, LP
July 2004 - November 2010 · 6 yrs 4 mos
Wfg Investments, INC.Broker
July 2004 - November 2010 · 6 yrs 4 mos
Citigroup Global Markets INC.
June 1996 - July 2004 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1996 - July 2004 · 8 yrs 2 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.