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About this Advisor
Kevin Kopczynski is an advisor located in New York, New York. Currently a registered advisor with Morgan Stanley, Kopczynski has 10 years of experience in the financial advisory industry. Kopczynski has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Kopczynski can work with customers in Connecticut. Throughout their career, they have worked at Citigroup Global Markets Inc and Morgan Stanley. Morgan Stanley is located in New York, New York, and has 702 additional offices in the United States. As a company, Morgan Stanley manages $735 billion in assets throughout 1,724,668 client accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley provides 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 firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Kevin Kopczynski Work History
Kevin has 10 years of experience.
Citigroup Global Markets Inc
Kevin Kopczynski has no disclosures.
Please visit their SEC profile for more details.