Kelsey Regan is a CFP-designated registered investment advisor at Morgan Stanley, based in Plano, TX, with 10 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
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Location
7500 Dallas Parkway, Suite 500, Plano, TX, 75024
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - September 2024 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - September 2024 · 8 yrs 10 mos
Credit Suisse Securities (USA) LLC
September 2015 - December 2015 · 3 mos
Credit Suisse Securities (USA) LLCBroker
August 2015 - December 2015 · 4 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.