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Kevin Scharnhorst

Morgan Stanley

Chapel Hill, NC

CRD 6788221

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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
TX RA APPROVED_RES 2021-01-21
NC RA APPROVED 2021-01-07
  • TX RA
    APPROVED_RES
    Since 2021-01-21
  • NC RA
    APPROVED
    Since 2021-01-07

Branch Locations

6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517 • 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
Northwestern Mutual Raleigh NC 05/2017 08/2017
Vivace Raleigh NC 10/2014 03/2019
East Carolina University Greenville NC 08/2016 05/2018
Axa Advisors, Llc New York NY 10/2018 01/2020
Equitable Advisors, Llc New York NY 01/2020 06/2020
Morgan Stanley Chapel Hill NC 12/2020 Present
Unemployed Durham NC 07/2020 12/2020
  • 05/2017 → 08/2017
    Northwestern Mutual
    Raleigh, NC
  • 10/2014 → 03/2019
    Vivace
    Raleigh, NC
  • 08/2016 → 05/2018
    East Carolina University
    Greenville, NC
  • 10/2018 → 01/2020
    Axa Advisors, Llc
    New York, NY
  • 01/2020 → 06/2020
    New York, NY
  • 12/2020 → Present
    Chapel Hill, NC
  • 07/2020 → 12/2020
    Unemployed
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-19
  • S66 Uniform Combined State Law Examination
    2018-11-19
Other Names
  • Kevin Scharnhorst
  • Kevin Allen Scharnhorst

View on SEC IAPD

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