Heather
Kono

Morgan Stanley

CRD#6160845
Investment Advisor
in Cleveland, OH

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About this Advisor

Heather Kono is a financial advisor based in Cleveland, Ohio, who has been in the industry for 10 years. Kono is an employee of Morgan Stanley. Over the course of their career, they have held roles at Ubs Financial Services Inc, Radstand/Cleveland Clinic and Morgan Stanley. Kono holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio and Texas. Morgan Stanley is an advisory company that has its headquarters in Cleveland, Ohio. The company has offices in 732 locations and a total of 26,500 advisors. It administers $1 trillion in assets across its 2,129,899 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 6,380 charitable organizations. Of its 2,129,899 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. The business performs a number 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Morgan Stanley most likely consist of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

Yes

Office Location

200 Public Square Suite 2600
Cleveland, OH 44114

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

OH Average: 88
Total Number of Accounts

2,129,899

OH Average: 3,892
Average Account Size

$615,961

OH Average: $1,917,921

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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
  • Other

Heather Kono Work History

Heather has 10 years of experience.

2017 - Present (5 years)

Morgan Stanley

2013 - 2017 (4 years)

Ubs Financial Services Inc

2012 - 2013 (1 year)

Radstand/Cleveland Clinic

Disclosures

Heather Kono has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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