Kevin Alan Baranczyk
Investment adviser representative at Morgan Stanley
9 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$2TFirm assets
Are you Kevin Alan Baranczyk? 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
9 years in the industry.
- Morgan StanleyMay 2021 to now
- Morgan Stanley Private Bank, N.AMay 2021 to now
- Morgan Stanley Smith Barney LLCApr 2021 to now
- LPL Financial LLCMar 2021 to Apr 2021
- BMO Harris Bank, N.A.Aug 2012 to Mar 2021
- BMO Harris Financial Advisors, Inc.Aug 2012 to Mar 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WI).
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
- 3020845
- Firm CRD
- 149777