Evan
Kay
Morgan Stanley
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About this Advisor
Evan Kay is a financial advisor working in Colorado Springs, Colorado who has 1 year of industry experience. Kay is an advisor for Morgan Stanley. Throughout their career, they have worked at Morgan Stanley, Nelson & Company, Olive Garden, 5Star Bank, Valley Swim Club and Student. Kay maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Morgan Stanley is an advisory business based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets among its 2,233,188 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. Morgan Stanley provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules vary depending on which services the firm provides the client. Fees billed by Morgan Stanley most likely include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Evan Kay Work History
Evan has been registered as a financial advisor for 1 years.*
Morgan Stanley
Nelson & Company
Olive Garden
Student
Morgan Stanley
Student
5Star Bank
Nelson & Company
Student
5Star Bank
Nelson & Company
Student
Valley Swim Club
Student
Valley Swim Club
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Kay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New York, NY
Billings, MT
Oakland, CA
Oak Brook, IL
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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