KB
KB

Kristen Bellamy

25 Years of Experience
Winter Park, FL
Broker

Kristen Bellamy is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 25 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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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History

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.

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Other Business Activities

Kristen is a member of the Board of Directors for the Alaqua Lakes Community Association, serving as Secretary. This role involves keeping records of meetings and assisting with community communications and social events, requiring minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 8 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
July 2012 - January 2025 · 12 yrs 6 mos
UBS Financial Services INC.Broker
July 2012 - January 2025 · 12 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2012 · 3 yrs 2 mos
Citigroup Global Markets INC.
July 2000 - June 2009 · 8 yrs 11 mos
Citigroup Global Markets INC.Broker
July 2000 - June 2009 · 8 yrs 11 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kristen Bellamy - Financial Advisor | TrueAdvisor