Kevin Robert Osborn
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Kevin Robert Osborn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyApr 2025 to now
- Tastytrade, Inc.Dec 2023 to Apr 2025
- Brookstone Capital ManagementJul 2022 to Dec 2023
- Fifth Third BankMay 2019 to Jul 2022
- Fifth Third SecuritiesMay 2019 to Jul 2022
- Cetera Investment Advisers LLCJan 2014 to May 2019
- Cetera Investment ServicesJan 2013 to May 2019
- Mb Financial BankJan 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2910571
- Firm CRD
- 149777