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Sean Kelly

7 Years of Experience
Los Angeles, CA
Broker

Sean Kelly is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, 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

10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sean owns a motorcycle rental business called Riders Share since November 2019. This activity is investment-related and does not take up any of Sean's time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2018 - Present · 7 yrs 5 mos
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
March 2018 - May 2018 · 2 mos
State Registrations12 states
AZCACOIDKYMENVNYOHTNWAWY
AdvisorBrokerBoth

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