Kleo Curry is a CFP-designated registered investment advisor at Morgan Stanley, based in Mclean, VA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kleo serves on the Investment Committee for the Community Foundation for Loudoun and Northern Fauquier Counties. This role involves investment decisions and advice, and takes minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations41 states
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