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Sabrina Kelly
22 Years of Experience
Ormond Beach, FL
7 DisclosuresBroker
Sabrina Kelly is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, 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
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History (7)
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Financial
August 2025Final
Financial
May 2025Final
Financial
May 2025Final
Judgment / Lien
March 2025Financial
June 2024Final
Financial
November 2023Final
Financial
October 2023Final
Other Business Activities
Sabrina works as an independent contractor for Market Force Information as a mystery shopper. This activity is not investment-related and takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
Taylor Capital Management INC.Broker
January 2013 - May 2013 · 4 mos
Lifemark Securities CORP.Broker
April 2012 - January 2013 · 9 mos
Mutual Trust CO. of America SecuritiesBroker
April 2011 - April 2012 · 1 yr
Gradient Securities, LLCBroker
February 2011 - April 2011 · 2 mos
Morgan Stanley Smith BarneyBroker
February 2010 - February 2011 · 1 yr
Citigroup Global Markets INC.Broker
August 2003 - February 2010 · 6 yrs 6 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.