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Kenneth Robison

32 Years of Experience
Roanoke, VA
2 DisclosuresBroker

Kenneth Robison is a registered investment advisor at Morgan Stanley, based in Roanoke, VA, 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

10 South Jefferson Street, Suite 1700, Roanoke, VA, 24011

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History

Regulatory History (2)
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Customer Dispute
September 2016
Denied
Customer Dispute
August 2011
Settled
Other Business Activities

Kenneth is a minority shareholder in Orr-Hare Investments LLC and a stockholder in Heindl-Willis LLC, both family-owned companies holding rental real estate. He also serves in various trustee and board member roles for organizations like Boys Home of Virginia and St. John's Episcopal Trust, and owns rental properties.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 1999 - September 2023 · 23 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - September 2023 · 23 yrs 11 mos
First Union Capital Markets CORP.Broker
December 1993 - October 1999 · 5 yrs 10 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.