KB
KB
Kevin Birkner is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 15 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
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2017Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2014 - July 2020 · 5 yrs 8 mos
UBS Financial Services INC.
November 2014 - July 2020 · 5 yrs 8 mos
Woodstock Financial Group, INC.
March 2014 - November 2014 · 8 mos
Woodstock Financial Group, INC.Broker
March 2013 - November 2014 · 1 yr 8 mos
Rockwell Global Capital LLCBroker
March 2011 - March 2013 · 2 yrs
First Midwest Securities, INC.Broker
September 2010 - March 2011 · 6 mos
John Thomas FinancialBroker
August 2010 - September 2010 · 1 mo
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.