Kelvin
Almeida
Morgan Stanley
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About this Advisor
Kelvin Almeida is a financial advisor based in South Jordan, Utah, working with Morgan Stanley. Kelvin has previously held positions at Morgan Stanley, Guidepoint LLC, The World Bank, The Kevin De Leon Campaign, Law Advocate Group, Llp, Valley Industry & Commerce Association, Ruffalo Noel Levitz LLC, Abercrombie & Fitch, Blaze Pizza, William T. Dwyer High School, University Of Southern California, and Watson B. Duncan Middle School. Kelvin has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Kelvin is part of Morgan Stanley, which operates out of South Jordan, Utah. 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
Kelvin Almeida Work History
Morgan Stanley
Guidepoint LLC
The Kevin De Leon Campaign
The World Bank
Law Advocate Group, Llp
Valley Industry & Commerce Association
University Of Southern California
University Of Southern California
Ruffalo Noel Levitz LLC
Abercrombie & Fitch
University Of Southern California
Blaze Pizza
University Of Southern California
William T. Dwyer High School
Watson B. Duncan Middle School
Disclosures
Please visit the SEC profile of Kelvin Almeida 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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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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