Kent Welley is a registered investment advisor at Morgan Stanley, based in Boulder, CO, with 40 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1800 Broadway, Suite 120, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1991Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Everen Securities, INC.Broker
Boettcher & Company, INC.Broker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Douglas Behnfield, CFPMorgan Stanley
- Mary WrightMorgan Stanley
- John GivensMorgan Stanley
- Amelia GuidiMorgan Stanley
- Samantha Ediger, CFPMorgan Stanley
- Jimmy Burton, CFPBusiness Financial Strategies, LTD.