Kevin Kim
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Kevin Kim? 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
10 years in the industry.
- Morgan StanleyMar 2025 to now
- N/aApr 2024 to Feb 2025
- Morgan StanleyJul 2022 to Mar 2024
- Metis Law GroupApr 2022 to May 2022
- N/aFeb 2020 to Mar 2022
- Harding Larmore Kutcher & KozalMar 2019 to Jan 2020
- Lyon LawJan 2019 to Mar 2019
- N/aNov 2017 to Dec 2018
- Employee Justice Legal GroupOct 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7595032
- Firm CRD
- 149777