Kelly Kelp is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, 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
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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Regulatory History (1)
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Customer Dispute
October 2010Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
May 2009 - July 2009 · 2 mos
Citigroup Global Markets INC.
May 2009 - July 2009 · 2 mos
UBS Financial Services INC.
August 1999 - June 2009 · 9 yrs 10 mos
UBS Financial Services INC.Broker
January 1995 - June 2009 · 14 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1990 - January 1995 · 4 yrs 5 mos
Lehman Brothers INC.Broker
May 1986 - September 1990 · 4 yrs 4 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.