MK
MK

Michael Kelley

22 Years of Experience
New York, NY
Broker

Michael Kelley is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a director for an Owners Corp representing shareholders in a residential cooperative, dedicating minimal time. He is also a partner in Periwinkle Blue LLC, a rental property business, spending minimal time on property management.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - November 2022 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - November 2022 · 10 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.Broker
March 2004 - June 2009 · 5 yrs 3 mos
State Registrations29 states
AZCACTDEFLGAILKYMAMDMEMIMOMSNCNHNJNMNYOHPARISCTXUTVAVTVirgin IslandsWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.