KM
KM

Kenneth Mccready

9 Years of Experience
Folsom, CA
Broker

Kenneth Mccready is a registered investment advisor at Morgan Stanley, based in Folsom, CA, 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

2365 Iron Point Road, Suite 235, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kenneth is involved with two trusts in Placerville, California since April 2022. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.