KW
KW

Kelly Walsh

33 Years of Experience
Morristown, NJ
Broker

Kelly Walsh is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 33 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kelly is a board member for The State Theatre, focusing on finance and development. This activity involves fundraising and business development and takes a few hours per week.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2010 - December 2017 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2010 · 16 yrs 11 mos
Lehman Brothers INC.Broker
August 1990 - July 1993 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.