Kenley Ragusa is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, 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
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
Loading...
Location
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
January 2009 - May 2023 · 14 yrs 4 mos
UBS Financial Services INC.Broker
January 2009 - May 2023 · 14 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - January 2009 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - January 2009 · 3 yrs 7 mos
State Registrations34 states
AZCACOCTDCDEFLGAHIIAIDILKSLAMAMDMEMINCNHNJNMNVNYOHPARISCTNTXUTVAWAWY
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.