Bethany Kelley is a registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, with 7 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
One PPG Place, Suite1300, Pittsburgh, PA, 15222
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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
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Federated Global Investment Management CORP.
August 2021 - August 2022 · 1 yr
Mdt Advisers, a Division of Federated Mdta LLC
October 2018 - August 2022 · 3 yrs 10 mos
Federated Investment Counseling
October 2018 - August 2022 · 3 yrs 10 mos
Federated Securities CORP.
October 2018 - August 2022 · 3 yrs 10 mos
Federated Securities CORP.Broker
August 2018 - August 2022 · 4 yrs
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.