KM
KM
Kevin Mcintosh is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (1)
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Financial
July 2022Final
Other Business Activities
Kevin works as a contractor for Uber, Uber Eats, and Door Dash, driving passengers and delivering food. These activities take about 30 hours per month outside of business hours, or about 10-20% of his time.
Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2013 - August 2016 · 3 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
April 2013 - August 2016 · 3 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLCBroker
June 2001 - January 2011 · 9 yrs 7 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.