KZ
KZ

Kelly Zancanaro

18 Years of Experience
Los Angeles, CA
Broker

Kelly Zancanaro is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, 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

10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024

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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 works as an independent marketing executive for Melaleuca, Inc, a direct consumer natural products provider. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.
December 2008 - June 2009 · 6 mos
Securities America, INC.Broker
February 2007 - October 2008 · 1 yr 8 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.