Kevin Shurland is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 20 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
G-2 Trading,llcBroker
July 2011 - July 2012 · 1 yr
Benchmarq Trading Partners LLCBroker
April 2011 - July 2011 · 3 mos
Madison Proprietary Trading Group, LLCBroker
September 2009 - March 2011 · 1 yr 6 mos
RBC Professional Trader Group LLCBroker
May 2006 - September 2009 · 3 yrs 4 mos
Worldco, L.L.C.Broker
September 2001 - February 2002 · 5 mos
Sanford C. Bernstein & CO., INC.Broker
August 2000 - November 2000 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - July 2000 · 1 yr 1 mo
State Registrations26 states
ALAZCACOCTDCFLGAILMAMDMIMTNCNJNVNYOHORPASCTXVAWAWIWV
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.