Kevin Lynch is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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
Naples, FL
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Regulatory History (4)
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Customer Dispute
November 2009Settled
Customer Dispute
September 2008Denied
Customer Dispute
August 2008Denied
Customer Dispute
February 2008Denied
Other Business Activities
Kevin is a registered agent for Tower Leavitt, LLC and Slowhand, LLC, both private investment companies, dedicating minimal time to these roles. He is also a board member at Loyola Academy, an educational institution, spending a few hours per week on investment decisions and advice.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Deutsche Bank Securities INC.
January 2001 - May 2009 · 8 yrs 4 mos
Deutsche Bank Securities INC.Broker
January 2001 - May 2009 · 8 yrs 4 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
October 1996 - September 1997 · 11 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNVNYOHOKPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.