Kenneth Mittelbrun is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 35 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Kenneth umpires baseball and softball games for the Michigan High School Athletic Association, dedicating minimal time outside of business hours. He also serves as a trustee/co-trustee for a trust, spending minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- John Daugherty, CFPMorgan Stanley
- Mitchell SwayzeMorgan Stanley
- Anthony TreboldiMorgan Stanley
- Matthew MerrifieldMorgan Stanley
- Chris WilkerMorgan Stanley
- Michael BlockMorgan Stanley