Kevin Michael Shavalay
Investment adviser representative at Morgan Stanley
11 yearsExperience
3 statesRegistered in
CFADesignation
$2TFirm assets
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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
11 years in the industry.
- Morgan StanleyAug 2022 to now
- Morgan Stanley Smith Barney LLCAug 2022 to now
- UBS Financial Services Inc.Aug 2020 to Aug 2022
- Northwestern Mutual Wealth Management CompanyJul 2017 to Aug 2020
- Danny LeeMay 2017 to Aug 2020
- Edward ShanahanMay 2017 to Aug 2020
- Northwestern Mutual Investment Services LLCFeb 2016 to Aug 2020
- Leo TuckerNov 2015 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (DC, TX, VA).
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
- 6584396
- Firm CRD
- 149777