Heather Kenney
Investment adviser representative at Morgan Stanley
17 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Heather Kenney? 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
17 years in the industry.
- Morgan Stanley Private Bank, N.ADec 2019 to now
- Morgan StanleyNov 2019 to now
- Morgan Stanley Smith Barney LLCNov 2019 to now
- UBS Financial Services Inc.Mar 2009 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4150182
- Firm CRD
- 149777