Kiet Tran is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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Regulatory History (1)
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Customer Dispute
October 2005Settled
Employment History
Current Registrations
Morgan Stanley
November 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 1999 - June 2009 · 9 yrs 9 mos
Banc One Securities CorporationBroker
May 1999 - August 1999 · 3 mos
Citicorp Investment ServicesBroker
December 1997 - April 1999 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.