KM
KM
Kelly Mcmurray
23 Years of Experience
Incline Village, NV
1 DisclosureBroker
Kelly Mcmurray is a registered investment advisor at Morgan Stanley, based in Incline Village, NV, 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
917 Tahoe Boulevard, Suite 200, Incline Village, NV, 89451
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2012 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2012 · 2 yrs 5 mos
Banc of America Investment Services, INC.Broker
February 2006 - October 2009 · 3 yrs 8 mos
Banc of America Investment Services, INC.
February 2006 - October 2009 · 3 yrs 8 mos
Citicorp Investment Services
March 2004 - February 2006 · 1 yr 11 mos
Citicorp Investment ServicesBroker
March 2004 - February 2006 · 1 yr 11 mos
Citicorp Investment Services
March 2004 - March 2004 · 0 mos
A. G. Edwards & Sons, INC.Broker
July 2002 - March 2004 · 1 yr 8 mos
A. G. Edwards & Sons, INC.
May 2002 - March 2004 · 1 yr 10 mos
State Registrations40 states
AKALARAZCACOCTFLGAHIIAIDILKSLAMAMEMIMNMOMTNCNENJNMNVNYOHOKORPARISCTNTXUTVAWAWIWY
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.