Kiet
Tran

Morgan Stanley

CRD#2982034
Investment Advisor
in Winter Park, FL

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About this Advisor

Kiet Tran is a financial advisor based in Winter Park, Florida, working with Morgan Stanley. Kiet has previously held positions at Citigroup Global Markets Inc and Morgan Stanley Smith Barney. Kiet has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Georgia, and Texas. Currently, Kiet is part of Morgan Stanley, which operates out of Winter Park, Florida. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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, Performance-based Fees, Others

Office Location

250 Park Avenue South Suite 500
Winter Park, FL 32789

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

FL Average: 88
Total Number of Accounts

2,405,783

FL Average: 3,892
Average Account Size

$582,939

FL 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

Kiet Tran Work History

2009 - Present (15 years)

Morgan Stanley Smith Barney

1999 - Present (25 years)

Citigroup Global Markets Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kiet Tran 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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