KW
KW
Kameron Wood is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 21 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History (1)
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Customer Dispute
September 2006Settled
Other Business Activities
Kameron is a partner at Fourkwoods Investments LLC, an investment-related business, since January 2024. He dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Investment Professionals, INC.
March 2006 - August 2006 · 5 mos
Investment Professionals, INC.Broker
July 2005 - August 2006 · 1 yr 1 mo
Raymond James Financial Services
March 2005 - July 2005 · 4 mos
Raymond James Financial Services, INC.Broker
October 2004 - July 2005 · 9 mos
Quest Capital Strategies, INC.Broker
July 2004 - September 2004 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.