Kevin Schaeffer is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 14 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
28 State Street 26th Floor, Boston, MA, 02109
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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
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - May 2023 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - May 2023 · 6 yrs 1 mo
Putnam Investment Management, LLC
November 2015 - April 2017 · 1 yr 5 mos
Putnam Retail Management Limited PartnershipBroker
March 2012 - April 2017 · 5 yrs 1 mo
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.