KS
KS

Kelly Senior

30 Years of Experience
Chico, CA
Broker

Kelly Senior is a registered investment advisor at Morgan Stanley, based in Chico, CA, with 30 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

555 Main Street, Suite 100, Chico, CA, 95928

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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 owns rental real estate property since 2020 and spends minimal time on property management. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
UBS Financial Services INC.
July 1997 - December 2008 · 11 yrs 5 mos
UBS Financial Services INC.Broker
May 1995 - December 2008 · 13 yrs 7 mos
State Registrations24 states
ARAZCACODCFLHIIDILINKYMAMIMONCNVNYORPASCTNTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.