Susan Kelly is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is a fitness instructor teaching spin classes at the YMCA of Southwest Florida since 2018. She dedicates minimal time to this activity, both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations41 states
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