Kendra Buri is a registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 18 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
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
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
May 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - April 2022 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - April 2022 · 5 yrs 11 mos
Ameriprise Financial Services, INC.
January 2013 - May 2016 · 3 yrs 4 mos
Ameriprise Financial Services, INC.Broker
July 2009 - May 2016 · 6 yrs 10 mos
Riversource Fund Distributors, INC.Broker
January 2009 - July 2009 · 6 mos
Riversource Distributors, INC.Broker
December 2008 - January 2009 · 1 mo
Mfs Fund Distributors, INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
State Registrations33 states
ALAZCACOCTDCFLGAHIIAIDILINMAMDMIMNMTNCNHNJNVNYOKORPARITNTXUTVAWAWI
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.