KC
KC
Kevin Curry is a registered investment advisor at Morgan Stanley, based in Ann Arbor, MI, with 26 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
2001 Commonwealth Boulevard, Ann Arbor, MI, 48105
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Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010Settled
Customer Dispute
September 2009Settled
Customer Dispute
May 2008Settled
Customer Dispute
June 2006Denied
Other Business Activities
Kevin owns rental property in Redondo Beach, California, and is a trustee/co-trustee for a trust in Grand Haven, Michigan. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
September 1999 - April 2007 · 7 yrs 7 mos
State Registrations32 states
ARAZCACOFLGAHIIDILINKSKYMAMDMIMNMONCNJNMNVNYOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.