Kenper Miller is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 49 years of industry experience. Kenper 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2024Other Business Activities
Kenper is a board member for Lifetime Assistance Foundation since 2005, overseeing development efforts and formulating investment policy. This activity takes about 10-20% of Kenper's time during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
L. F. Rothschild, Unterberg, TowbinBroker
State Registrations28 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
- Michael CreganMorgan Stanley
- Melody DehondMorgan Stanley
- Kimberly Patterson, ChFCMorgan Stanley
- Brittany Bieger, CFPMorgan Stanley
- Heather LucasMorgan Stanley
- Melissa Siesto, ChFCEagle Strategies LLC