Denise Kelly is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 40 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
850 Morrison Drive, Suite 800, Charleston, SC, 29403
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
December 2012 - Present · 13 yrs 5 mos
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
April 2012 - November 2012 · 7 mos
UBS Financial Services INC.Broker
April 2012 - November 2012 · 7 mos
Morgan Stanley Smith Barney LLC
July 2009 - April 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
July 2009 - April 2012 · 2 yrs 9 mos
UBS Financial Services INC.
July 2002 - July 2009 · 7 yrs
UBS Financial Services INC.Broker
August 2000 - July 2009 · 8 yrs 11 mos
Painewebber IncorporatedBroker
March 1997 - June 2000 · 3 yrs 3 mos
Smith Barney INC.Broker
July 1993 - March 1997 · 3 yrs 8 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
May 1985 - May 1988 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.