KF
KF

Kerry Falco

31 Years of Experience
Boston, MA
Broker

Kerry Falco is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 31 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

28 State Street 26th Floor, Boston, MA, 02109

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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

Kerry co-owns a rental property in Boston since 1990, requiring minimal time. Kerry is also an officer of FirstBrentwood LLC, a real estate company, dedicating minimal time to administrative tasks.

Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Weston Financial
April 1998 - June 2019 · 21 yrs 2 mos
Weston Securities CorporationBroker
August 1994 - June 2019 · 24 yrs 10 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.