Kelly Cobb is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 21 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
3280 Peachtree Road NW, Ste 1700, Southeast - Region 4, Atlanta, GA, 30305
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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
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Foreside Fund Services, LLCBroker
May 2019 - February 2022 · 2 yrs 9 mos
RBC Capital Markets, LLCBroker
June 2010 - September 2013 · 3 yrs 3 mos
J.P. Morgan Securities INC.Broker
September 2006 - June 2010 · 3 yrs 9 mos
J.P. Morgan Clearing CORP.Broker
September 2006 - December 2008 · 2 yrs 3 mos
Neuberger Berman, LLC
February 2003 - August 2006 · 3 yrs 6 mos
Neuberger Berman, LLCBroker
February 2001 - August 2006 · 5 yrs 6 mos
First Union Securities, INC.Broker
October 2000 - February 2001 · 4 mos
First Union Brokerage Services, INC.Broker
March 1999 - October 2000 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.