TrueAdvisor
TrueAdvisor
KC
KC

Kevin Patrick Clare

Morgan Stanley Investment Management INC.
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Morgan Stanley Investment Management INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only

Location

1585 Broadway, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley Investment Management INC.
January 2023 - Present · 3 yrs 1 mo
Eaton Vance Distributors, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan Stanley
November 2018 - January 2023 · 4 yrs 2 mos
Morgan StanleyBroker
November 2017 - January 2023 · 5 yrs 2 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.