Morgan Kelly is a CFP-designated registered investment advisor, based in Austin, TX, with 13 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
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.
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Morgan is a board member of the Rotary Club of Carroll Creek and a partner at both Kestra Advisory Services LLC and RS Will Wealth Management, providing investment advisory services. Morgan also holds membership in RS WILL HOLDINGS, LLC, a real estate entity, dedicating minimal time to coordinating tasks related to its management.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Scarborough Capital Management, INC.
Sii Investments, INC.Broker
State Registrations41 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.