Morgan Stanley
42yrs
Top advisor by experience in Santa Cruz
3yrs
Kenneth Evans is a fiduciary financial advisor in Santa Cruz, California, with 3 years in the industry. Kenneth joined Morgan Stanley in 2024, 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 72 advisors with offices in Santa Cruz, and one of 64 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office6004 LA Madrona Drive, Santa Cruz, CA 95060
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 ?1 state
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
- 2024 – nowMorgan StanleyCurrent firm
Contact Kenneth
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Kenneth. 6004 LA Madrona DriveSanta Cruz, CA 95060Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
My notes and scorecard
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About Kenneth
How do I contact Kenneth?
Call Morgan Stanley at (914) 225-5510 and ask for Kenneth Evans. Kenneth works from the Santa Cruz, CA office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Kenneth hold?
Series 66. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth 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 Kenneth 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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