Kelly Widvey is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, 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
5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111
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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
September 2024 - Present · 2 yrs
Morgan Stanley
September 2024 - Present · 2 yrs
Previous Registrations
UBS Financial Services INC.Broker
July 2022 - September 2024 · 2 yrs 2 mos
UBS Financial Services INC.
July 2022 - September 2024 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - July 2022 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - July 2022 · 7 yrs 11 mos
Charles Schwab & CO., INC.Broker
April 2014 - August 2014 · 4 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.