KP
KP
Kevin Pickard
27 Years of Experience
Bloomfield Hills, MI
1 DisclosureBroker
Kevin Pickard is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, 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
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
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2006Settled
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2003 - June 2009 · 6 yrs 2 mos
Prudential Securities Incorporated
June 2001 - May 2003 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
February 2001 - May 2003 · 2 yrs 3 mos
Pruco Securities CorporationBroker
August 1998 - February 2001 · 2 yrs 6 mos
State Registrations30 states
AZCACOCTDCFLGAHIIAIDILINMAMDMIMNMOMTNCNHNMNYOHORSCTNTXVAWIWY
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.