JK
JK

Joseph Kelley

43 Years of Experience
Colchester, VT
Broker

Joseph Kelley is a registered investment advisor at Morgan Stanley, based in Colchester, VT, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

105 West View Road, 5th Floor, Colchester, VT, 05446

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is involved with estate and investment-related activities in Shoreham, Vermont, since 2095. He dedicates no time to this activity during or after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 1994 - April 2007 · 12 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 1982 - April 2007 · 24 yrs 7 mos
State Registrations42 states
ALAZCACOCTDCDEFLGAHIIDILINKSMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.