BK
CFP
BK
CFP
Brandon Kaley is a CFP-designated registered investment advisor at Morgan Stanley, based in Melville, NY, with 7 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
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (1)
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Financial
May 2024Final
Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2018 - October 2024 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - October 2024 · 6 yrs 4 mos
State Registrations31 states
AZCACOCTDEFLGAIDILKSMAMDMEMIMONCNHNJNVNYOHOKORPARISCTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.