JK
JK
John Kitevski is a registered investment advisor at Morgan Stanley, based in Hauppauge, 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
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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
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Regulatory History (2)
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Customer Dispute
June 2012Settled
Customer Dispute
March 2004Settled
Other Business Activities
John is involved with a trust in Bethpage, New York since 2021. He spends minimal time on this activity both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 1999 - June 2009 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1991 - September 1999 · 8 yrs 5 mos
Lehman Brothers INC.Broker
January 1991 - May 1991 · 4 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.