Kevin Scott Fine

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Morgan Stanley Smith Barney Llc
  Deerfield, IL
• 04/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 1998-04-12 → 2016-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Northbrook, IL

Other Businesses

*485317 Trust; Investment related Yes; BLOOMFIELD HILLS, Michigan; Successor Role; 09/2018; During business hours: 1; After business hours: 0 *485319 - Trust; Investment related Yes; WEST HARTFORD, Connecticut; Successor Role; 09/2018; During business hours: 1; After business hours: 0 *484735- Trust; Investment related Yes; City, State; Trust; Trustee/Co-Trustee; 09/2018; During business hours: 1; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-09
• S63 Uniform Securities Agent State Law Examination
  1996-07-22