Kelly Forgatch is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 11 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2025 - Present · 11 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
September 2016 - November 2020 · 4 yrs 2 mos
Morgan StanleyBroker
September 2016 - November 2020 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - June 2016 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - June 2016 · 5 yrs 6 mos
Summit Brokerage Services, INC.Broker
September 2010 - November 2010 · 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.