Kelly Goodson is a registered investment advisor at Morgan Stanley, based in Pensacola, FL, with 18 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
850 South Palafox Street, Suite 200, Pensacola, FL, 32502
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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 StanleyBroker
March 2026 - Present · 2 mos
Morgan Stanley
March 2026 - Present · 2 mos
Previous Registrations
Private Client Services, LLCBroker
January 2026 - January 2026 · 0 mos
Morgan Stanley
May 2016 - January 2026 · 9 yrs 8 mos
Morgan StanleyBroker
August 2014 - January 2026 · 11 yrs 5 mos
Morgan Stanley
April 1997 - September 2004 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
April 1997 - September 2004 · 7 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.