KA
KA

Kevin Alexander

2 Years of Experience
Fayetteville, NC
1 DisclosureBroker

Kevin Alexander is a registered investment advisor at Morgan Stanley, based in Fayetteville, NC, with 2 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
Loading...

Location

1990 Fordham Drive, Suite 200, Fayetteville, NC, 28304

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2004
Final Disposition
Other Business Activities

Kevin is a sole proprietor/owner of Kapa Wotl, a real estate, rental property, and automotive/transportation business since November 2024. He spends a few hours per week on property management, accounting/bookkeeping, business development/growth, customer service, administrative tasks, and check signing/funds disbursements.

Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 7 mos
Morgan StanleyBroker
June 2023 - Present · 3 yrs 3 mos
State Registrations8 states
CAFLGAIDNCTNTXVA
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.
Kevin Alexander - Financial Advisor | TrueAdvisor