MK
CFP
MK
CFP

Mitchell Kernus

31 Years of Experience
Mclean, VA
Broker

Mitchell Kernus is a CFP-designated registered investment advisor at Morgan Stanley, based in Mclean, VA, with 31 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

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mitchell is a trustee for a trust since 2011 and owns rental property in Florida since 2021. These activities require minimal time and are investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - August 2022 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - August 2022 · 9 yrs 2 mos
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
UBS Financial Services INC.
March 2004 - February 2008 · 3 yrs 11 mos
UBS Financial Services INC.Broker
March 2004 - February 2008 · 3 yrs 11 mos
Citigroup Global Markets INC.
February 1995 - March 2004 · 9 yrs 1 mo
Citigroup Global Markets INC.Broker
September 1994 - March 2004 · 9 yrs 6 mos
State Registrations30 states
AZCACOCTDCFLGAILLAMAMDMEMINCNHNJNMNVNYOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.