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Kishor Kumar

Morgan Stanley

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About Kishor Kumar

Kishor Kumar is a financial advisor with over 20 years of experience in the financial services industry. Kishor has held positions at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, PRUCO Securities Corporation, UBS Financial Services Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Currently, Kishor is a Registered Representative with Morgan Stanley. Kishor is registered with the state of New Jersey and Texas. Kishor offers a wide range of financial services, including financial planning, portfolio management, and asset allocation advice. Kishor is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Kishor Kumar is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Kishor Kumar’s Registration & Firm History

NJ

03/09/2015 - Present

Morgan Stanley (Warren NJ)

NJ

11/13/2003 - 02/09/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)

NJ

06/18/2003 - 11/20/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/18/2000 - 06/27/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MA

05/21/1999 - 06/22/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/21/1999 - 06/22/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/31/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/15/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Kishor Kumar. Review regulatory record here.
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