DK
DK

Donna Kelly

28 Years of Experience
Houston, TX
Broker

Donna Kelly is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 28 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

2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056

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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

Donna is a managing member of DPK Land Development LLC, involved in land purchase for civil engineering development. She is also an executive assistant at DPK Engineering LLC, spending a few hours per week outside of business hours. Donna is also a trustee/co-trustee for a trust and handles estate matters.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 1999 - June 2009 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
September 1998 - June 2009 · 10 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1997 - July 1998 · 10 mos
American Express Financial Advisors INC.Broker
July 1996 - September 1996 · 2 mos
Ids Life Insurance CompanyBroker
July 1996 - September 1996 · 2 mos
State Registrations30 states
ALARAZCACOCTDEFLGAHIILLAMAMDMEMIMSNCNJNVNYOHOKORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.