Kelly Anderson is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly owns Lake Norman Art and Woodcraft, an internet-based retail company selling wood crafting supplies, since 2008, and AnderHomes LLC, a real estate business, since 2022. Kelly spends minimal time on the woodcraft business and a few hours per week on AnderHomes LLC for property management.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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