Kevin Sullivan is a registered investment advisor at Morgan Stanley, based in Alexandria, VA, with 16 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
333 John Carlyle Street, Suite 650, Alexandria, VA, 22314
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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 Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Marshberry Capital, INC.Broker
March 2017 - May 2018 · 1 yr 2 mos
PNC Investments
November 2016 - March 2017 · 4 mos
PNC InvestmentsBroker
September 2016 - March 2017 · 6 mos
Morgan Stanley Distribution, INC.Broker
September 2014 - September 2016 · 2 yrs
Neuberger Berman LLCBroker
June 2010 - August 2014 · 4 yrs 2 mos
Neuberger Berman Management LLCBroker
October 2008 - June 2010 · 1 yr 8 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.