Kelly Malecki is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 12 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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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 StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2017 - November 2022 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
November 2017 - November 2022 · 5 yrs
Strategic Advisers, INC.
April 2016 - November 2017 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
March 2016 - November 2017 · 1 yr 8 mos
Wells Fargo Advisors, LLC
September 2015 - March 2016 · 6 mos
Wells Fargo Advisors, LLCBroker
April 2014 - March 2016 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2013 - March 2014 · 8 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.