Kelli Anderson is a registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 23 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
14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017
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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
October 2012 - Present · 13 yrs 7 mos
Morgan StanleyBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
March 2010 - June 2012 · 2 yrs 3 mos
Morgan Stanley Smith BarneyBroker
March 2010 - June 2012 · 2 yrs 3 mos
UBS Financial Services INC.
March 2004 - March 2010 · 6 yrs
UBS Financial Services INC.Broker
March 2004 - March 2010 · 6 yrs
American Express Financial Advisors INC.Broker
August 2002 - February 2004 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
August 2002 - February 2004 · 1 yr 6 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.