RK
RK

Ryan Kelly

21 Years of Experience
Knoxville, TN
Broker

Ryan Kelly is a registered investment advisor at Morgan Stanley, based in Knoxville, TN, with 21 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

Landmark Center, 1111 North Shore Dr Ste N-160, Knoxville, TN, 37919

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan is a partner at NAD Ventures LLC, an investment-related business, since 2016. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.
April 2005 - August 2008 · 3 yrs 4 mos
UBS Financial Services INC.Broker
March 2005 - August 2008 · 3 yrs 5 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ryan Kelly - Financial Advisor | TrueAdvisor