Scarlet Kelso
Scarlet Kelso is a registered investment advisor at Morgan Stanley, based in Coeur D'Alene, ID, with 16 years of industry experience. Scarlet is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
505 East Front Avenue, Suite 201, Coeur D'Alene, ID, 83814
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Regulatory History (1)
Customer Dispute
March 2014Other 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
Morgan StanleyBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations47 states
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
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