BK
BK

Bryce Kenny

25 Years of Experience
Tampa, FL
2 DisclosuresBroker

Bryce Kenny is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 25 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

100 North Tampa Street, Suite 3000, Tampa, FL, 33602

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History

Regulatory History (2)
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.
Regulatory
June 2012
Final
Customer Dispute
August 2008
Settled
Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
March 2012 - Present · 14 yrs 4 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
February 2004 - April 2012 · 8 yrs 2 mos
Credit Suisse Securities (USA) LLCBroker
February 2004 - April 2012 · 8 yrs 2 mos
Citicorp Investment Services
September 2002 - February 2004 · 1 yr 5 mos
Citicorp Investment ServicesBroker
August 2002 - February 2004 · 1 yr 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2000 - July 2002 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - July 2002 · 1 yr 11 mos
State Registrations35 states
ALARAZCACOCTDCDEFLGAIDILINKSKYMAMDMIMNMOMTNCNHNJNVNYOHPASCTNTXUTVAWAWI
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.
Bryce Kenny - Financial Advisor | TrueAdvisor