Kelly Mcmanus is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 34 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
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
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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 Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2003 - June 2009 · 6 yrs 1 mo
Fimat USA, INC.Broker
July 2001 - January 2003 · 1 yr 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 1997 - October 2000 · 3 yrs 6 mos
Tradition (government Securities) INC.Broker
May 1996 - April 1997 · 11 mos
Salomon Brothers INC.Broker
May 1990 - May 1996 · 6 yrs
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.