OB
OB
Olivia Bowles-Kymer
31 Years of Experience
Menlo Park, CA
1 DisclosureBroker
Olivia Bowles-Kymer is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
Loading...
Location
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2005Final
Other Business Activities
Olivia is the owner and secretary of Precision Insight Consulting, working as a hardware engineer and handling accounting/payroll. She also owns rental properties in Pennsylvania, dedicating minimal time to property management and administration.
Employment History
Current Registrations
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2002 - April 2007 · 4 yrs 7 mos
Salomon Smith Barney INC.
July 1997 - September 2002 · 5 yrs 2 mos
Salomon Smith Barney INC.Broker
December 1995 - September 2002 · 6 yrs 9 mos
Painewebber IncorporatedBroker
January 1995 - October 1995 · 9 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1994 - January 1995 · 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.