KM
KM
Kenper Miller is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 48 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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Regulatory History (1)
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Customer Dispute
November 2024Closed-No Action
Other 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
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1991 - July 1993 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1981 - July 1991 · 10 yrs 6 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - February 1981 · 1 yr 1 mo
Paine, Webber, Jackson & Curtis IncorporatedBroker
April 1978 - January 1980 · 1 yr 9 mos
L. F. Rothschild, Unterberg, TowbinBroker
July 1977 - March 1978 · 8 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.