Lauren Kennedy is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 8 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
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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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
June 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wealthshield Partners, LLC
October 2020 - March 2021 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - June 2012 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2012 · 2 yrs 8 mos
Banc of America Investment Services, INC.
July 2009 - October 2009 · 3 mos
Banc of America Investment Services, INC.Broker
January 2009 - October 2009 · 9 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.