KR
KR

Kirk-Patrick Richards

22 Years of Experience
Las Vegas, NV
Broker

Kirk-Patrick Richards is a registered investment advisor at Morgan Stanley, based in Las Vegas, NV, with 22 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

8548 Rozita Lee Avenue, Suite 400, Las Vegas, NV, 89113

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History

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.

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Other Business Activities

Kirk-Patrick is the sole proprietor/owner of Team Power Trip LLC and Your Future is Real LLC, both investment-related. He also serves as an officer and board member for 100 Black Men of Las Vegas Inc., a non-investment related organization, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - December 2020 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - December 2020 · 7 yrs 3 mos
UBS Financial Services INC.
September 2012 - September 2013 · 1 yr
UBS Financial Services INC.Broker
September 2012 - September 2013 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2012 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2012 · 2 yrs 11 mos
AXA Advisors, LLC
March 2009 - June 2009 · 3 mos
AXA Advisors, LLCBroker
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - March 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - March 2009 · 2 yrs 10 mos
Valmark Securities, INC.Broker
February 2006 - April 2006 · 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - November 2005 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - November 2005 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
October 2000 - July 2001 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kirk-Patrick Richards - Financial Advisor | TrueAdvisor