KT
KT

Kevin Turnock

30 Years of Experience
Annapolis, MD
1 DisclosureBroker

Kevin Turnock is a registered investment advisor at Morgan Stanley, based in Annapolis, MD, with 30 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
Loading...

Location

410 Severn Avenue, Suite 211, Annapolis, MD, 21403

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1998
Closed-No Action
Other Business Activities

Kevin is a limited partner in Gifts for the Good Life, dedicating a few hours per week as a secretary/advisor. He also co-owns residential rental property and is involved with K & M Management Properties, LLC and Athena Management, LLC, all related to real estate, and dedicates minimal time to each.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - May 2016 · 11 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - May 2016 · 11 yrs 9 mos
UBS Financial Services INC.
February 1998 - August 2004 · 6 yrs 6 mos
UBS Financial Services INC.Broker
December 1997 - August 2004 · 6 yrs 8 mos
Olde Discount CorporationBroker
June 1995 - December 1997 · 2 yrs 6 mos
State Registrations35 states
ARAZCACOCTDCDEFLGAIAILINKYMAMDMIMNMSMTNCNENHNJNMNYOHORPARISCTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.