KM
KM

Kevin Michalzuk

13 Years of Experience
Scottsdale, AZ
Broker

Kevin Michalzuk is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 13 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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History

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.

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Other Business Activities

Kevin is a partial owner of Commit Fitness and Nutrition, LLC, a recreation business in Scottsdale, Arizona. He dedicates minimal time to this activity during and after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2012 - March 2022 · 9 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Michalzuk - Financial Advisor | TrueAdvisor