KH
KH

Kevin Hicks

18 Years of Experience
Menlo Park, CA
Broker

Kevin Hicks is a registered investment advisor at Morgan Stanley, based in Menlo Park, 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

2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is involved with a trust in Novato, California, since January 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
March 2009 - March 2021 · 12 yrs
UBS Financial Services INC.Broker
March 2009 - March 2021 · 12 yrs
Morgan Stanley & CO. Incorporated
February 2009 - March 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2008 - March 2009 · 11 mos
Mtl Equity Products, INC.Broker
March 2007 - April 2008 · 1 yr 1 mo
State Registrations35 states
ARAZCACOCTDCFLGAHIIDILKSMAMEMIMOMTNCNENHNJNMNVNYOHORPATNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.