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Kevin Alexander

3 Years of Experience
Fayetteville, NC
1 DisclosureBroker

Kevin Alexander is a registered investment advisor at Morgan Stanley, based in Fayetteville, NC, with 3 years of industry experience. Kevin 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

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

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History

Regulatory History (1)
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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 8 mos
Morgan StanleyBroker
June 2023 - Present · 3 yrs 4 mos
State Registrations11 states
CAFLGAIAIDMANCSCTNTXVA
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.
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