Kevin Welsh is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13625 California Street, Suite 400, Omaha, NE, 68154
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Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Kevin is a sole proprietor/owner of Welsh Properties (real estate) since 2007, dedicating minimal time after business hours to administrative tasks. He is also a member of the finance committee at St Pauls Methodist Church and a partner in Loud Pedal LLC (real estate), dedicating minimal time after business hours to each.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations27 states
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.