Kevin T Ho

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

• 09/2016 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 10/2014 → 09/2016
  University California Davis
  Davis, CA
• 11/2017 → 12/2021
  Bank Of America, N.A.
  San Jose, CA
• 08/2022 → Present
  Morgan Stanley
  Palo Alto, CA
• 01/2022 → 07/2022
  Unemployed
  Millbrae, CA
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-07-28 → 2022-01-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  Los Altos, CA
  Santa Clara, CA
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-07-27

Other Names

• Kevin Ho
• Kevin Tze Kin Ho