KK
KK

Karen Kenny

14 Years of Experience
Melville, NY
Broker

Karen Kenny is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 14 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

58 South Service Road, Suite 400, Melville, NY, 11747

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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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Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
January 2002 - September 2003 · 1 yr 8 mos
Morgan Stanley & CO., IncorporatedBroker
September 1993 - January 2002 · 8 yrs 4 mos
Prudential Securities IncorporatedBroker
March 1993 - September 1993 · 6 mos
State Registrations36 states
AZCACOCTDCDEFLGAHIILINLAMAMDMIMOMTNCNHNJNMNVNYOHOKORPARISCTXVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.