RK
RK

Robert Kennedy

12 Years of Experience
Ocala, FL
Broker

Robert Kennedy is a registered investment advisor at Morgan Stanley, based in Ocala, FL, with 12 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

2303 SOUTH EAST 17th Street, Suite 100, Ocala, FL, 34471

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert works as an employee at Alexanra Lozano Immigration Law PLLC, a law firm, since 2022. He spends about 10-20% of his time on administrative tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.