Adam Kennedy is a CFP-designated registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam owns multiple rental properties in Florida, some dating back to 2012. He dedicates minimal time to these properties, as his wife primarily handles the management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations34 states
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