KC
KC
Kevin Courtney
25 Years of Experience
Hilton Head Island, SC
1 DisclosureBroker
Kevin Courtney is a registered investment advisor at Morgan Stanley, based in Hilton Head Island, SC, 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
600 Main Street, Hilton Head Island, SC, 29926
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Regulatory History (1)
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Customer Dispute
October 2008Denied
Other Business Activities
Kevin is on the finance or investment committee for Providence Presbyterian Church, managing church finances and encouraging membership giving. He spends minimal time on this activity outside of business hours and has no direct involvement in the church's investments.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
A. G. Edwards & Sons, INC.
December 2001 - June 2005 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
November 2000 - June 2005 · 4 yrs 7 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.