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Alexandra Kennedy
13 Years of Experience
New York, NY
1 DisclosureBroker
Alexandra Kennedy is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2023Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
October 2019 - November 2022 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2019 - November 2022 · 3 yrs 1 mo
Citizens Securities, INC.
October 2017 - October 2019 · 2 yrs
Citizens Securities, INC.Broker
October 2017 - October 2019 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - September 2017 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - September 2017 · 4 mos
LPL Financial LLCBroker
June 2014 - June 2017 · 3 yrs
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.