KS
KS
Kenneth Stewart
32 Years of Experience
Lawrenceville, NJ
3 DisclosuresBroker
Kenneth Stewart is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 32 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
Get directionsHistory
Regulatory History (3)
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Customer Dispute
January 2005Settled
Customer Dispute
January 2003Award / Judgment
Customer Dispute
August 2002Settled
Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
March 2008 - May 2013 · 5 yrs 2 mos
S.C. Parker & CO., INC.Broker
February 1995 - March 2008 · 13 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 1995 - February 1995 · 1 mo
Harold C. Brown & CO., INC.Broker
January 1994 - October 1994 · 9 mos
Smith Barney Shearson INC.Broker
August 1993 - January 1994 · 5 mos
Lehman Brothers INC.Broker
February 1993 - July 1993 · 5 mos
Domestic Capital IncorporatedBroker
August 1992 - September 1992 · 1 mo
State Registrations29 states
AZCACOCTDEFLGAHIILINMAMDMINCNHNJNMNYOHOKORPASCTNTXVAWAWIWY
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.