Teri Kelley is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teri serves on the investment committees for Northern Arizona Healthcare, Girl Scouts Cactus Pine Council, and Lowell Observatory Foundation. These roles involve administrative and investment decision responsibilities, requiring minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
State Registrations38 states
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