KM
CFP
KM
CFP
Kayvon Magidi
18 Years of Experience
Walnut Creek, CA
1 DisclosureBroker
Kayvon Magidi is a CFP-designated registered investment advisor at Morgan Stanley, based in Walnut Creek, 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
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Location
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
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Financial
February 2026Pending
Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2023 · 10 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2023 · 10 yrs 11 mos
Chase Investment Services CORP.
March 2010 - October 2012 · 2 yrs 7 mos
Chase Investment Services CORP.Broker
March 2010 - October 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.
May 2008 - March 2010 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
May 2008 - March 2010 · 1 yr 10 mos
Bancwest Investment Services, INC.
April 2008 - May 2008 · 1 mo
Bancwest Investment Services, INC.Broker
January 2008 - May 2008 · 4 mos
State Registrations41 states
AKALARAZCACODCFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNJNMNVNYOHORPARISCTNTXUTVAVTVirgin IslandsWAWY
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.