KD
CFP
KD
CFP
Kailen Denton
19 Years of Experience
Williamsburg, VA
1 DisclosureBroker
Kailen Denton is a CFP-designated registered investment advisor at Morgan Stanley, based in Williamsburg, VA, 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
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
437 West Duke of Gloucester Street, Williamsburg, VA, 23185
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2024Denied
Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2007 - June 2023 · 15 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2007 - June 2023 · 16 yrs 3 mos
State Registrations29 states
AZCACOCTDCDEFLGAIDINMAMDMEMIMNMONCNENJNYOHPASCTNTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.