Kerry Bolinder is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 25 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
28 State Street 26th Floor, Boston, MA, 02110
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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
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
February 2017 - April 2017 · 2 mos
Raymond James & Associates, INC.Broker
January 2017 - April 2017 · 3 mos
Raymond James & Associates, INC.
February 2014 - August 2015 · 1 yr 6 mos
Raymond James & Associates, INC.Broker
February 2014 - August 2015 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
January 2014 - March 2014 · 2 mos
J.P. Morgan Securities LLC
January 2014 - March 2014 · 2 mos
UBS Financial Services INC.
June 2005 - December 2013 · 8 yrs 6 mos
UBS Financial Services INC.Broker
December 1998 - December 2013 · 15 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.