KH
KH

Kevin Hanley

28 Years of Experience
Lisle, IL
Broker

Kevin Hanley is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 28 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

4225 Naperville Road, Suite 255, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin serves on the Advisory Board and Finance Committee for Old St. Patrick's Church, advising the Pastor on strategic decisions. He also serves as Board Member and Chair of the Carts and Caddie Committee for Oak Park Country Club.

Employment History
Current Registrations
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - June 2023 · 15 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - June 2023 · 15 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2008 · 1 yr
Morgan Stanley & CO. Incorporated
April 2007 - April 2008 · 1 yr
Morgan Stanley
March 1998 - April 2007 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1997 - April 2007 · 9 yrs 6 mos
State Registrations32 states
AZCACOCTDCFLGAHIIDILINMAMDMIMNMONCNJNMNVNYOHORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Hanley - Financial Advisor | TrueAdvisor