Courtenay Kull is a registered investment advisor at Morgan Stanley, based in Centerville, OH, 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
7777 Washington Village Drive, Suite 100, Centerville, OH, 45459
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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 StanleyBroker
July 2024 - Present · 1 yr 10 mos
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Previous Registrations
PNC InvestmentsBroker
February 2021 - July 2024 · 3 yrs 5 mos
PNC Investments
February 2021 - July 2024 · 3 yrs 5 mos
Fifth Third Securities, INC.
May 2007 - February 2021 · 13 yrs 9 mos
Fifth Third Securities, INC.Broker
March 2000 - February 2021 · 20 yrs 11 mos
Marketing One Securities, INC.Broker
February 1996 - April 1997 · 1 yr 2 mos
Wealth Management GroupBroker
January 1995 - February 2000 · 5 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
October 1993 - November 1994 · 1 yr 1 mo
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.