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Dennis M Kinzer

Morgan Stanley

The Villages, FL

CRD 2183930

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-11
FL RA APPROVED 2010-06-21
  • TX RA
    APPROVED_RES
    Since 2014-02-11
  • FL RA
    APPROVED
    Since 2010-06-21

Branch Locations

832 Lake Sumter Landing, The Villages, FL 32162 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley The Villages FL 06/2010 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2010 → Present
    Morgan Stanley
    The Villages, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2003-10-07 → 2010-06-17
    Truist Investment Services, Inc.
    Belleview, FL
    Dunnellon, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
  • 2003-04-07 → 2003-04-25
    Advest, Inc.
    Ocala, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-22
S63 Uniform Securities Agent State Law Examination 1991-12-05
  • S66 Uniform Combined State Law Examination
    2003-08-22
  • S63 Uniform Securities Agent State Law Examination
    1991-12-05
Other Names
  • Mike Kinzer
  • Dennis Michael Kinzer

View on SEC IAPD

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Nearby Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL

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