KH
KH

Kevin Holt

23 Years of Experience
Sea Girt, NJ
Broker

Kevin Holt is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 23 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

2150 Highway 35, Suite 200, Sea Girt, NJ, 08750

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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

Kevin works for FINRA in an investment/finance/banking role since 2021. He dedicates minimal time to this activity during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - June 2021 · 18 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - June 2021 · 18 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - November 2002 · 1 mo
Gbi Capital Partners INC.Broker
February 2001 - July 2001 · 5 mos
State Registrations29 states
AKAZCACOCTDEFLGAHIIDILINKSMAMDMINCNJNVNYOHPASCTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Holt - Financial Advisor | TrueAdvisor