Dennis Kinzer is a registered investment advisor at Morgan Stanley, based in The Villages, FL, with 33 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
832 Lake Sumter Landing, The Villages, FL, 32162
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Suntrust Investment Services, INC.
October 2003 - June 2010 · 6 yrs 8 mos
Suntrust Investment Services, INC.Broker
April 2003 - June 2010 · 7 yrs 2 mos
Advest, INC.
April 2003 - April 2003 · 0 mos
Advest, INC.Broker
November 2000 - April 2003 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
June 1996 - November 2000 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1994 - January 1996 · 2 yrs
Dean Witter Reynolds INC.Broker
November 1991 - January 1994 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.