SK
SK
Scarlet Kelso
15 Years of Experience
Coeur D'Alene, ID
1 DisclosureBroker
Scarlet Kelso is a registered investment advisor at Morgan Stanley, based in Coeur D'Alene, ID, with 15 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
Loading...
Location
505 East Front Avenue, Suite 201, Coeur D'Alene, ID, 83814
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014Denied
Other Business Activities
Scarlet owns multiple rental properties and is a partner in Epic 360 Moments, LLC, property owner for Swimply, and sole proprietor of Fable & Fête, LLC. She spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Edward Jones
September 2010 - November 2013 · 3 yrs 2 mos
Edward JonesBroker
August 2010 - November 2013 · 3 yrs 3 mos
State Registrations46 states
AKARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHORPAPRRISCSDTXUTVAWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.