Sabrina Kelly
Sabrina Kelly is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 23 years of industry experience. Sabrina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History (7)
Financial
August 2025Financial
May 2025Financial
May 2025Judgment / Lien
March 2025Financial
June 2024Financial
November 2023Financial
October 2023Other 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
Morgan StanleyBroker
Previous Registrations
Taylor Capital Management INC.Broker
Lifemark Securities CORP.Broker
Mutual Trust CO. of America SecuritiesBroker
Gradient Securities, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations46 states
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
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