Kelsey Beaulieu is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey is a board member on the finance committee for Covenant Woods, an elder care facility, since 2020. This takes minimal time during business hours and a few hours per week after business hours, and involves administrative work, business development, and fundraising.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Davenport & Company LLCBroker
State Registrations40 states
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