KL
KL

Kenneth Lampert

11 Years of Experience
Wellesley, MA
Broker

Kenneth Lampert is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 11 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

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kenneth is a board member for the Winchester Farmer's Market, a non-profit organization, since September 2020. He spends minimal time on accounting and bookkeeping duties after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Pioneer Funds Distributor, INC.Broker
April 2011 - June 2015 · 4 yrs 2 mos
State Registrations26 states
AZCACTDCFLGAILKSMAMEMIMTNCNHNJNVNYORPARISCTXUTVAVTWA
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.