Kevin C Harvey
Investment adviser representative at Morgan Stanley
15 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
15 years in the industry.
- Morgan Stanley Smith Barney LLCSep 2023 to now
- Morgan StanleyMar 2023 to now
- E*trade Capital Management LLCAug 2022 to Sep 2023
- E*trade Securities LLCAug 2022 to Sep 2023
- UnemployedMay 2022 to Jul 2022
- Robinhood Financial, LLCNov 2021 to Apr 2022
- Bank of America, N.A.Mar 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Nov 2021
- Jd MellbergSep 2019 to Jan 2020
- J.P. Morgan Chase Bank, N.A.Nov 2018 to Oct 2019
- J.P. Morgan Securities LLCNov 2018 to Sep 2019
- Edward JonesJul 2018 to Oct 2018
- TD Ameritrade, IncNov 2017 to Jun 2018
- Belvedere Trading LLCOct 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2018
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
- 5873987
- Firm CRD
- 149777