Kevin Simon is a registered investment advisor at Morgan Stanley, based in Brea, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Ten Pointe Drive, Suite 400, Brea, CA, 92821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a partner at Moniak Holding LLC, a technology company, since 2021. He spends minimal time on administrative, accounting, and bookkeeping tasks for the company.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations28 states
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