KS
KS
Kelly Stoutes
24 Years of Experience
Lafayette, LA
1 DisclosureBrokerSells Insurance
Kelly Stoutes is a registered investment advisor at Morgan Stanley, based in Lafayette, LA, with 24 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
400 East Kaliste Saloom Road, Suite 1200, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2009Settled
Other Business ActivitiesSells Insurance
Kelly is an officer of Stoutes Enterprises, Inc., an insurance business, since 2020. This activity does not occur during or after business hours.
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2011 - October 2013 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
August 2010 - October 2013 · 3 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
May 2003 - June 2009 · 6 yrs 1 mo
Prudential Securities Incorporated
September 2002 - May 2003 · 8 mos
Prudential Securities IncorporatedBroker
November 2001 - May 2003 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.