Kevin Curry is a registered investment advisor at Morgan Stanley, based in Ann Arbor, MI, with 27 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2001 Commonwealth Boulevard, Ann Arbor, MI, 48105
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2010Customer Dispute
September 2009Customer Dispute
May 2008Customer Dispute
June 2006Other 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
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations32 states
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
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