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Kevin Walter Anglim

Morgan Stanley

Port Jefferson, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-05-14
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-05-14

Branch Locations

414 Main Street Suite 101, Port Jefferson, NY 11777 • 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 Smith Barney Port Jefferson NY 09/2010 Present
  • 09/2010 → Present
    Morgan Stanley Smith Barney
    Port Jefferson, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-28
S63 Uniform Securities Agent State Law Examination 1995-09-12
  • S65 Uniform Investment Adviser Law Examination
    2011-03-28
  • S63 Uniform Securities Agent State Law Examination
    1995-09-12
Other Names
  • Steven W Angelich

View on SEC IAPD

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Other Offices

ST. JAMES INVESTMENT ADVISORS, LLC · PORT JEFFERSON, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Pt. Jefferson, NY
RUGGIERO INVESTMENTS · Port Jefferson, NY
LPL FINANCIAL LLC · PORT JEFFERSON, NY
LPL FINANCIAL LLC · PORT JEFFERSON, NY
EDWARD JONES · PORT JEFFERSON, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY

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