KP
KP

Kelly Peterson

10 Years of Experience
Las Vegas, NV
Broker

Kelly Peterson is a registered investment advisor at Morgan Stanley, based in Las Vegas, NV, 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

8548 Rozita Lee Avenue, Suite 400, Las Vegas, NV, 89113

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History

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.

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Other Business Activities

Kelly owns two rental properties in Orem, Utah, since 2015. She spends minimal time on these real estate activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 8 mos
Morgan StanleyBroker
December 2015 - Present · 10 yrs 9 mos
State Registrations35 states
AKAZCACOCTFLGAHIIDILINKSKYMAMDMEMIMOMSMTNENJNMNVNYOHORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kelly Peterson - Financial Advisor | TrueAdvisor