KM
KM

Kenneth Mackenzie

29 Years of Experience
Chicago, IL
Broker

Kenneth Mackenzie is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 29 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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

Kenneth serves as a trustee or co-trustee for a trust in Wimelle, Illinois, since March 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.
June 2002 - August 2007 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
June 2002 - August 2007 · 5 yrs 2 mos
Morgan Stanley
February 2000 - June 2002 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
May 1996 - June 2002 · 6 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.