Frank Kelly is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 39 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
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (2)
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Customer Dispute
April 2002Settled
Customer Dispute
September 1999Settled
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 1990 - April 2007 · 17 yrs 1 mo
Shearson Lehman Hutton INC.Broker
May 1986 - April 1990 · 3 yrs 11 mos
State Registrations16 states
ARAZCACOCTDEFLGAMAMDNCNJNVNYOKVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.