Kevin Gerald Dibiaso

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2011 → 05/2024
  Morgan Stanley
  Doylestown, PA
• 01/2015 → 05/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Doylestown, PA
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Doylestown, PA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-09-29 → 2024-05-14
  Morgan Stanley
  Doylestown, PA
• 2005-03-15 → 2011-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
  Doylestown, PA

Other Businesses

(1)Name of Business: DiBiaso Address: 875 N Easton Rd Ste 2, Doylestown, PA, 18902-1068, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 09/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing portfolio, helping when needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-14
• S63 Uniform Securities Agent State Law Examination
  1993-03-01

Other Names

• Kevin Gerald Dibiaso
• Kevin Gerald Di Biaso