Kevin Griffith (CRD# 6491587) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has over 3 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | Jun 2022 - Current | 1 |
Morgan Stanley Smith Barney LLC | Palm Harbor, FL | May 2022 - Current | 2 |
Bank Of America, N.a. | Clearwater, FL | Mar 2020 - May 2022 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater, FL | Jan 2020 - May 2022 | 2 |
Travel | Safety Harbor, FL | Oct 2019 - Jan 2020 | < 1 |
Cigna | Sunrise, FL | Jun 2017 - Oct 2019 | 2 |
Travel | Safety Harbor, FL | May 2017 - Jun 2017 | < 1 |
Florida State University | Tallahassee, FL | Aug 2013 - May 2017 | 3 |
Pimco | New York, NY | Jun 2016 - Aug 2016 | < 1 |
Franklin Templeton Investments | St. Petersburg, FL | May 2015 - Aug 2015 | < 1 |
Asset Campus Housing | Tallahassee, FL | Sep 2014 - May 2015 | < 1 |
Sunglass Hut | Clearwater, FL | May 2014 - Aug 2014 | < 1 |
Third Channel | Clearwater, FL | May 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- FL
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
- Other
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, WY
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