Kevin Kopczynski is a CFA-designated registered investment advisor at Morgan Stanley, based in Purchase, NY, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2000 Westchester Avenue, Purchase, NY, 10577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the executor of an estate since 2019, spending minimal time on it outside business hours. He is also involved with a trust since May 2023, dedicating a few hours per week to it outside business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations53 states
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