KF
KF
Kevin Forney is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, 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
31099 Chagrin Boulevard, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2008Settled
Customer Dispute
September 2008Denied
Employment History
Current Registrations
Morgan Stanley
May 2011 - Present · 15 yrs
Morgan StanleyBroker
May 2011 - Present · 15 yrs
Morgan Stanley
May 2011 - Present · 15 yrs
Previous Registrations
UBS Financial Services INC.
July 2006 - May 2011 · 4 yrs 10 mos
UBS Financial Services INC.Broker
July 2006 - May 2011 · 4 yrs 10 mos
Mcdonald Investments INC.
October 2005 - July 2006 · 9 mos
Mcdonald Investments INC.Broker
February 2001 - July 2006 · 5 yrs 5 mos
Parker/hunter IncorporatedBroker
August 1997 - February 2001 · 3 yrs 6 mos
State Registrations30 states
ALAZCACOCTDCFLGAILINKYLAMAMDMIMONCNJNMNYOHORPASCTNTXVAWAWVWY
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.