KG
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Kelly Gentry

22 Years of Experience
Phoenix, AZ
Broker

Kelly Gentry is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 22 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

Phoenix, AZ

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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 is the sole proprietor and owner of Ke Ge Creations LLC, a retail and online store, since April 2023. Kelly spends about half their time creating or sourcing products to sell online after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2006 - June 2009 · 3 yrs 3 mos
Piper Jaffray & CO.Broker
August 2003 - March 2006 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.