Kayvon Magidi
Kayvon Magidi is a CFP-designated registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 18 years of industry experience. Kayvon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History (1)
Financial
February 2026Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
State Registrations41 states
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
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