Kenneth P Mcafee

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

• 12/2011 → 11/2016
  Wells Fargo Advisors Llc
  Atlanta, GA
• 11/2016 → 05/2025
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 06/2025 → Present
  Morgan Stanley
  Ormond Beach, FL
• 06/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-12-15 → 2025-05-21
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Jacksonville, FL
  Greenwood Village, CO
  St. Louis, MO
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2004-11-10 → 2011-12-21
  Ubs Financial Services Inc.
  Orlando, FL
  Alpharetta, GA
  Winter Park, FL
  Winter Park, FL
• 2003-02-13 → 2004-11-12
  Morgan Stanley Dw Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-17
• S63 Uniform Securities Agent State Law Examination
  1992-01-22

Other Names

• Ken Mcafee
• Kenneth Patrick Mcafee