Kwadwo Adutwum is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 17 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2022 - Present · 4 yrs 1 mo
Morgan Stanley
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Bancwest Investment Services, INC.Broker
November 2018 - July 2022 · 3 yrs 8 mos
Bancwest Investment Services, INC. (bwis)
November 2018 - July 2022 · 3 yrs 8 mos
Citigroup Global Markets INC.
October 2017 - November 2018 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
October 2017 - November 2018 · 1 yr 1 mo
Prudential Financial Planning Services
June 2017 - October 2017 · 4 mos
Pruco Securities, LLC.Broker
March 2017 - October 2017 · 7 mos
USAA Financial Planning Services
January 2016 - July 2016 · 6 mos
USAA Financial Advisors, INC.Broker
January 2016 - July 2016 · 6 mos
J.P. Morgan Securities LLC
April 2013 - November 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2013 - November 2015 · 2 yrs 7 mos
Metlife Securities INC.
February 2008 - February 2013 · 5 yrs
Metlife Securities INC.Broker
February 2008 - February 2013 · 5 yrs
World Group Securities, INC.Broker
October 2007 - February 2008 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.