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Kevin Kobs

Morgan Stanley

New York , NY

Purchase, NY

CRD 8083625

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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
NY RA APPROVED 2026-08-13
  • NY RA
    APPROVED
    Since 2026-08-13

Branch Locations

1 New York Plaza, New York , NY 10004 • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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 New York NY 07/2026 Present
Unemployed Massapequa NY 07/2016 09/2018
Massapequa High School Massapequa NY 09/2018 09/2022
University Of Miami Coral Gables FL 09/2022 05/2026
Pakmail Bellmore NY 01/2022 05/2022
Rcg Ventures New York NY 06/2024 08/2024
Morgan Stanley New York NY 05/2025 07/2025
Gordon Wealth Financial Life Advisors Miami FL 01/2026 05/2026
  • 07/2026 → Present
    Morgan Stanley
    New York, NY
  • 07/2016 → 09/2018
    Unemployed
    Massapequa , NY
  • 09/2018 → 09/2022
    Massapequa High School
    Massapequa, NY
  • 09/2022 → 05/2026
    University Of Miami
    Coral Gables, FL
  • 01/2022 → 05/2022
    Pakmail
    Bellmore, NY
  • 06/2024 → 08/2024
    Rcg Ventures
    New York, NY
  • 05/2025 → 07/2025
    Morgan Stanley
    New York, NY
  • 01/2026 → 05/2026
    Gordon Wealth Financial Life Advisors
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
  • S66 Uniform Combined State Law Examination
    2025-11-07
Other Names
  • Kevin T Kobs

View on SEC IAPD

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