KL
KL
Kevin Leblanc is a registered investment advisor at Morgan Stanley, based in Purchase, NY, 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (2)
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Customer Dispute
July 2007Denied
Criminal
September 1997Final Disposition
Other Business Activities
Kevin is setting up a corporation to keep income from rental properties since 2016. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
September 2016 - February 2026 · 9 yrs 5 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
Morgan Stanley
January 2006 - July 2006 · 6 mos
Morgan Stanley
October 2005 - December 2005 · 2 mos
Morgan Stanley Dw INC.Broker
February 1998 - July 2006 · 8 yrs 5 mos
Lloyd Wade Securities INC.Broker
November 1997 - February 1998 · 3 mos
Lew Lieberbaum & CO., INC.Broker
October 1997 - November 1997 · 1 mo
Royce Investment Group, INC.Broker
May 1997 - November 1997 · 6 mos
State Registrations44 states
AKAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
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.