Kevin Cahoon is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 45 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
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (1)
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Customer Dispute
January 2009Denied
Other Business Activities
Kevin is a board member of the Bishop Fleet Foundation, a private foundation, since 2017. He advises on the selection of charities and scholarship applicants, dedicating minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
September 2005 - November 2022 · 17 yrs 2 mos
UBS Financial Services INC.Broker
September 2005 - November 2022 · 17 yrs 2 mos
Morgan Stanley
December 1991 - September 2005 · 13 yrs 9 mos
Morgan Stanley Dw INC.Broker
January 1986 - September 2005 · 19 yrs 8 mos
Oppenheimer & CO., INC.Broker
August 1984 - December 1985 · 1 yr 4 mos
Lepercq, De Neuflize & CO. IncorporatedBroker
February 1984 - August 1984 · 6 mos
Winthrop Securities CO., INC.Broker
November 1981 - November 1983 · 2 yrs
Dean Witter Reynolds INC.Broker
January 1980 - September 1981 · 1 yr 8 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.