Raymond James Financial Services Advisors
41yrs
Top advisor by experience in Butler
9yrs
Carson Kessler is a fiduciary financial advisor in Butler, Pennsylvania, with 9 years in the industry. After three years at Edward Jones, Carson joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 36 advisors with offices in Butler, and one of 32 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office101 Decatur Drive, Butler, PA 16002
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
- 2017 – 2021Edward JonesPreviously
Questions to ask Carson
Tailored to Carson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carson
How do I contact Carson?
Call Morgan Stanley at (914) 225-5510 and ask for Carson Kessler. Carson works from the Butler, PA office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Carson hold?
Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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