KH
KH

Kevin Ho

8 Years of Experience
Palo Alto, CA
1 DisclosureBroker

Kevin Ho is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 8 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

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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History

Regulatory History (1)
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Criminal
September 2004
Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 4 yrs
Morgan Stanley
September 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - January 2022 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - January 2022 · 4 yrs 10 mos
State Registrations35 states
AKARAZCACOCTDCFLGAHIIDILINLAMAMDMIMNMSMTNCNJNVNYORPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Ho - Financial Advisor | TrueAdvisor