Alexander KimCRD Number: 5554276
Current Firm: Morgan Stanley
Alexander Kim (CRD# 5554276) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Mar 2016 - Current||1|
|Morgan Stanley Smith Barney LLC||Garden City, NY||Mar 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2016||1|
|Morgan Stanley Smith Barney LLC||Garden City, NY||Dec 2012 - Mar 2016||3|
|Merrill Lynch||New York, NY||Jul 2011 - Nov 2012||1|
|Bank Of America, N.a.||New York, NY||Jul 2011 - Nov 2012||1|
|Arumdaun Presbyterian Church||Bethpage, NY||Dec 2010 - Jan 2012||1|
|Abtrition LLC||Westbury, NY||Jan 2011 - May 2011||< 1|
|Unemployed||Westbury, NY||May 2010 - Nov 2010||< 1|
|First Midwest Securities||Melville, NY||Dec 2008 - Apr 2010||1|
|Unemployed||Glen Cove, NY||Aug 2008 - Dec 2008||< 1|
|Commerce One Financial||Westbury, NY||Jun 2008 - Aug 2008||< 1|
|Loyola College In Maryland||Baltimore, MD||Sep 2005 - May 2008||2|
|Bank Of America||Baltimore, MD||Sep 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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