KB
KB

Kevin Baker

18 Years of Experience
Seattle, WA
Broker

Kevin Baker is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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

601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101

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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 a board member and on the investment committee for Rainier Scholars, a children/youth organization in Seattle, Washington. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
J.P. Morgan Securities LLC
January 2014 - May 2021 · 7 yrs 4 mos
J.P. Morgan Securities LLCBroker
January 2014 - May 2021 · 7 yrs 4 mos
Alliancebernstein L.P.
January 2008 - January 2014 · 6 yrs
Sanford C. Bernstein & CO., LLCBroker
December 2007 - January 2014 · 6 yrs 1 mo
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.