KM
KM

Kevin Machonis

9 Years of Experience
Oak Brook, IL
Broker

Kevin Machonis is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 9 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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

Kevin is a sole proprietor/owner of K & A Associates, a real estate property management business in Streamwood, Illinois, since March 2024. He dedicates a few hours per week to this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 6 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2016 - January 2023 · 6 yrs 1 mo
J.P. Morgan Securities LLCBroker
December 2016 - January 2023 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - November 2016 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - November 2016 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.