Carson Kessler is a registered investment advisor at Morgan Stanley, based in Butler, PA, with 9 years of industry experience. Carson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 Decatur Drive, Butler, PA, 16002-3879
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Carson is a contractor for Hardcore Elite Baseball LLC, a recreation business. This investment-related activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Timothy Reges, ChFCState Farm Investment Management CORP.
- Mark Stallsmith, ChFCCambridge Investment Research Advisors, INC.
- Bryan Greenawalt, CFPStrategic Advisers LLC
- Hanna Drane, ChFCState Farm Investment Management CORP.
- Jeffrey Geibel, CFP, ChFCEdward Jones
- Collin Randall, CFA, CFPRandall & Associates Wealth Management