Kelli Marquardt is a registered investment advisor at Morgan Stanley, based in Troy, MI, 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
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
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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 Stanley
January 2019 - Present · 7 yrs 4 mos
Morgan StanleyBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - January 2018 · 10 mos
Morgan StanleyBroker
February 2012 - March 2017 · 5 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.Broker
September 2000 - June 2009 · 8 yrs 9 mos
Banc One Securities CorporationBroker
February 1999 - September 2000 · 1 yr 7 mos
First Chicago Nbd Investment Services, INC.Broker
December 1998 - February 1999 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.