Kevin Hong

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

• 03/2024 → Present
  Morgan Stanley
  Gilbert, AZ
• 12/2014 → Present
  Learn Sum, Llc
  Scottsdale, AZ
• 01/2022 → 03/2023
  Rocket Mortgage
  Phoenix, AZ
• 06/2019 → 12/2021
  Rocket Mortgage
  Phonix, AZ
• 10/2018 → 04/2019
  Babbo Italian Eatery
  Peoria, AZ
• 06/2018 → 08/2018
  Rocket Mortgage
  Phoenix, AZ
• 02/2018 → 05/2018
  Dennis R. Abold, Cpa, P.C.
  Scottsdale, AZ
• 06/2017 → 09/2017
  Apple
  Peoria, AZ
• 06/2015 → 04/2018
  In-N-Out Burger
  Phoenix, AZ
• 09/2023 → 11/2023
  The Mission
  Scottsdale, AZ
• 01/2022 → Present
  Uber
  Scottsdale, AZ
• 11/2023 → 03/2024
  Associate Staffing
  Gilbert, AZ
• 04/2023 → Present
  Trippy Heritage
  Scottsdale, AZ

Other Businesses

*586974 - Trippy Heritage; Investment related-Yes; Scottsdale, Arizona; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 50; Sales/Marketing, Administrative, Accounting/Bookkeeping, Business Development/Growth, Customer Service, Labor/Service *128 - Learn Sum, LLC; Investment related-Yes; Scottsdale, AZ; Education; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2014; During business hours: 0; After business hours: 0; Administrative, Customer Service, Business Development/Growth, Labor/Service *588134 - Uber; Investment related-No; Scottsdale, Arizona; Automotive/Transportation; Sole Proprietor/Owner, Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 20; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02