DK
DK
Damon Kinzie is a registered investment advisor at Morgan Stanley, based in Colchester, VT, 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
105 West View Road, 5th Floor, Colchester, VT, 05446
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Regulatory History (2)
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Customer Dispute
July 2016Denied
Customer Dispute
July 2002Denied
Other Business Activities
Damon owns multiple rental properties in Vermont, including one since 1995 and another through KVG LLC since 2010. He spends minimal time per week on these activities, none of which occurs during securities trading hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2001 - June 2009 · 8 yrs
Citigroup Global Markets INC.Broker
February 2001 - June 2009 · 8 yrs 4 mos
Edward JonesBroker
May 1995 - February 2001 · 5 yrs 9 mos
J. B. Hanauer & CO.Broker
November 1993 - May 1995 · 1 yr 6 mos
The Agean Group, INCBroker
September 1993 - October 1993 · 1 mo
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.