Carson Kessler is a registered investment advisor at Morgan Stanley, based in Butler, PA, 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
101 Decatur Drive, Butler, PA, 16002-3879
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Regulatory History (1)
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Customer Dispute
March 2020Denied
Other 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
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Edward Jones
September 2017 - March 2021 · 3 yrs 6 mos
Edward JonesBroker
August 2017 - March 2021 · 3 yrs 7 mos
State Registrations34 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.