Kevin Sanchez is a CFP-designated registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, 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.
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IM Fee
Assets Under Management
Fee Structure
Location
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a board member of the Diablo Regional Arts Association since 2002 and the Investments & Wealth Institute Foundation since 2024. He dedicates minimal time outside of business hours to business development and growth for both organizations.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations37 states
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