Kevin Le
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyApr 2026 to now
- Ameriprise Financial Services, LLCSep 2025 to Apr 2026
- First American Trust, FsbMay 2025 to Aug 2025
- UnemployedMar 2025 to May 2025
- Humana IncJul 2023 to Oct 2023
- Velosio LLCAug 2022 to Aug 2023
- Argano LLCApr 2019 to Aug 2022
- TeslaAug 2017 to Dec 2018
- Kevin Le Sole ProprietorJan 2017 to Feb 2025
- Boost Health InsuranceFeb 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8069276
- Firm CRD
- 149777