KF
KF

Kevin Feder

22 Years of Experience
Purchase, NY
1 DisclosureBroker

Kevin Feder is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 22 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History (1)
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.
Customer Dispute
May 2008
Settled
Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - April 2022 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - April 2022 · 12 yrs 11 mos
Citigroup Global Markets INC.Broker
February 2004 - May 2009 · 5 yrs 3 mos
State Registrations25 states
ALAZCACOCTDCDEFLILMAMDMENCNHNJNVNYOHPARISCTXVAVTWA
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.
Kevin Feder - Financial Advisor | TrueAdvisor