Kendal Schall is a CFP-designated registered investment advisor at Morgan Stanley, based in San Jose, CA, with 13 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
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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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
First Republic Investment Management, INC.
December 2017 - May 2023 · 5 yrs 5 mos
First Republic Securities Company, LLCBroker
December 2017 - May 2023 · 5 yrs 5 mos
Lion Street Financial, LLCBroker
March 2015 - November 2017 · 2 yrs 8 mos
NFP Advisor Services, LLCBroker
September 2013 - January 2015 · 1 yr 4 mos
Morgan StanleyBroker
July 2012 - September 2013 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.