Kiet
Tran
Morgan Stanley
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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
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
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.
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