Neil
Kavo

Morgan Stanley

CRD#3185780
Investment Advisor
in Englewood, CO

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About this Advisor

Neil Kavo is a financial advisor based out of Englewood, Colorado with a total of 14 years of relevant experience. Kavo is an advisor for Morgan Stanley. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Kavo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Florida and Texas. Morgan Stanley is a registered investment firm based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in total assets between its 2,233,188 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a diverse assortment of services, such as 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 advisory fee schedules typically depend on the financial services offered. Fees charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

5251 Dtc Parkway
Englewood, CO 80111

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CO Average: $7,464,549,021
Total Number of Employees

28,000

CO Average: 88
Total Number of Accounts

2,233,188

CO Average: 3,892
Average Account Size

$530,659

CO Average: $1,917,921

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

Neil Kavo Work History

Neil has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

2007 - Present (17 years)

Morgan Stanley & Co., Inc

*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 Neil Kavo 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

Daniel Evans
New York, NY
Dori Stegmann
Saint Louis, MO
Margret Birch
Oak Brook, IL
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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